Opening Dinner Meeting: “PROVIDING MAXIMUM RETURNS TO TRUST BENEFICIARIES IN A LOW INTEREST RATE ENVIRONMENT“
“PROVIDING MAXIMUM RETURNS TO TRUST BENEFICIARIES
IN A LOW INTEREST RATE ENVIRONMENT“
With interest rates at historical lows, trustees must be aware of all of the tools available to provide reasonable returns to their current trust beneficiaries, while balancing the needs of the remainder beneficiaries. This talk will describe the law governing trustees’ ability to invest and distribute using a total return approach as well as the cases interpreting that law.
GAIL E. COHEN
Vice Chairman and General Trust Counsel
Fiduciary Trust Company
GAIL E. COHEN, Vice Chairman and General Trust Counsel, is responsible for overseeing Fiduciary Trust Company’s trust and estate services and client relationships. She has over 30 years of experience in the area of trusts and estates. Ms. Cohen is a member of Fiduciary Trust’s Board of Directors and a member of the Management and Operating Committees. She also serves as Chairman of Fiduciary Trust International of the South. Ms. Cohen is short-listed by Family Wealth Management Report as the 2015 Leading Woman in Wealth Management. In 2010 and 2011, she was named one of the “Top 50 Women in Wealth,” selected by AdvisorOne. She holds the Distinguished Accredited and Estate Planner® designation, has been elected into the NAEPC Estate Planning Hall of Fame, and has been honored by the Trusts and Estates Lawyers Division of the UJA. Before joining Fiduciary Trust in 1994, Ms. Cohen was a trusts and estates associate at the law firm of Debevoise & Plimpton. Previously, she was an associate at the law offices of Edward S. Schlesinger, P.C. Ms. Cohen is Immediate Past Chair of the New York Bankers Association, and sits on its investment committee. She has previously served as that Association’s first woman Chair, and as Vice Chair, and Treasurer. She currently sits on the Investment Committee of the New York City Bar Association and is a former member of that Bar Association’s Committee on Estate and Gift Tax, which she chaired from, 1998-2001. Ms. Cohen is a member of the Board of Graham Windham, and serves on The Rockefeller University Committee on Trust and Estate Gift Plans, the Hospital for Special Surgery Advisory Council, the New York Historical Society Professional Advisory Committee, and the Professional Advisory Committee of the Jewish Federation of South Palm Beach County. She serves as an adjunct professor of law at Brooklyn Law School. Ms. Cohen received a B.A. from Mount Holyoke College and a J.D., summa cum laude, from Brooklyn Law School. She is admitted to the bar in New York and New Jersey.
RSVP: MUST BE MADE ON-LINE NO LATER THAN WEDNESDAY, September 30, 2015
DINNER ENTRÉE CHOICES:
Grilled Salmon, Pineapple Mango Salsa
Skirt Steak, Mojito sauce
COST: (Includes parking)
Members - no charge.
$ 75.00: Guest reservation (check mailed or paid by credit card)
$ 85.00: Guest fee at door (check or cash only)
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Guest fees reserved on line through the website may be paid by credit card.
Guest fee at the door must be paid by cash or check only.
CHECK PAYMENTS: Checks should be made payable to the Estate Planning Council of Westchester County, Inc. and mailed along with a copy of your registration receipt to:
c/o Patrick J. O'Sullivan, Esq.
Keane & Beane, PC
445 Hamilton Avenue
White Plains, NY 10601
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