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Title

Education Luncheon - Trends for Trustees: Investments and Exercise of the Fiduciary Duty

Event Description

​Trends for Trustees:  Investments and Exercise of the Fiduciary Duty, presented by Attorney Debra Purrington of Bulkley, Richardson and Gelinas, LLP. 

Location: ON20, Harford

 

Biography:

Debra Purrington is a member of the Trusts and Estates Department at Bulkley, Richardson and Gelinas LLP in Springfield, Mass.  Debra previously served as an executive at U.S. Trust, where she mentored a group of trust professionals and was a frequent speaker on the exercise of the fiduciary duty.  She is the founder and Practice Group Coordinator of Bulkley's Trustee Support Services program, helping trustees to effectively fulfill their duties by delivering advice and practical help throughout the life of a trust. The program covers fiduciary accountings, compliance, distributions, taxation, prudent investor guidance, beneficiary communications and notices, and recordkeeping on a flat fee basis. Debra provides legal and fiduciary advice, and develops tax and investment strategies for corporate and personal trustees. She also counsels      other fiduciaries on the effective exercise of their duties.

Debra is a past president of the Estate Planning Council of Hampden County and a member of the Philanthropic Services Committee of the Community Foundation of Western Massachusetts. She has also served as volunteer counsel to many community organizations. Debra is a former trustee of the Springfield Symphony and former board member of the People's Institute.  She lives in Longmeadow with her family.

 

 

 

 


Event Type

Educational

Education Topic

Standards, Ethics, and Regulations

Start Time

12/12/2018 12:00 PM

End Time

12/12/2018 1:30 PM

Event City

 

Event State/Province

 

Event Country

 

Event Region

Americas

Location Info

ON20

400 Columbus Blvd

20th Floor

Hartford, CT 06103​


Speaker

Attorney Debra Purrington

CE Credits

1.5

SER Credit

 

Currency

 

Member Price

CFA Society Hartford Member Fee (must include ID#) $10

Non-Member Price

30.00

Candidate Price

20.00

Registration

All Day Event

 

Recurrence

 

End

12/12/2018 1:30 PM

Attachments

Content Type: MyCFA Calendar
Created at 8/22/2018 1:26 PM by administrator@hartfordcfa.org
Last modified at 9/12/2018 4:07 PM by administrator@hartfordcfa.org