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Schnader Presented: Using Contemporary Trust Law to Ensure Antiquated Trust Restrictions Don’t Frustrate Trust Goals

On May 3, 2012 by Schnader

On Thursday, May 3, 2012, Schnader hosted an 8 a.m. breakfast CLE presentation titled “Using Contemporary Trust Law to Ensure Antiquated Trust Restrictions Don’t Frustrate Trust Goals.” This two-hour CLE seminar was a program for representatives from financial institutions, trust organizations, educational institutions, charitable foundations, nonprofits, and any trust beneficiaries concerned with restrictive interpretations of trusts.

The presentation featured four Schnader cases: the Barnes Foundation case, which was presented by Bruce P. Merenstein; the Wistar case and its non-judicial settlement agreements, which was presented by Ralph G. Wellington and the Wistar Institute’s VP of Legal & External Affairs, Elizabeth O’Brien; the Estate of Anna E. Fridenberg, which was discussed by Carl A. Solano and Wells Fargo’s Senior Counsel, Catherine McKnight; and In Re Elkins Trust, which was discussed by Nancy Winkelman and Drexel University’s Senior VP & General Counsel, Michael Exler.