Name: Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases
Start: 2024-10-18T08:05:00-0600
End: 2024-10-18T09:05:00-0600

Welcome to the 72nd annual Montana Tax Institute!
We are excited for you to join us for two days of presentations by the nation’s experts in taxation, estate planning, and related topics.

None of this would be possible without the generosity and support of our sponsors. Thank you to our major sponsors US Bank Wealth Management, Montana Community Foundation, First Interstate Wealth Management, First Trust Company, and Ashton Thomas Private Wealth. We are also grateful for the continued support of our event sponsors Crowley Fleck, Wipfli, Bessemer Trust, First Trust Company, and the University of Montana Foundation. Please take the time to visit with sponsor representatives during the conference. It is only with our sponsors’ support that we continue to bring nationally recognized speakers to the Montana Tax Institute.

Thank you for joining us. We look forward to seeing you at the Holiday Inn Missoula (or online!) Friday and Saturday, October 18-19, 2024.

Warmest regards, Dean Elaine Gagliardi and Professor Pippa Browde

Friday October 18, 2024 8:05am - 9:05am MDT

Holiday Inn Downtown Ballroom

This session will review selected reported fiduciary litigation decisions from 2022 that relate to multiple areas of estate planning, estate and trust administration, the fiduciary duties of agents, administrators, trustees, and other fiduciaries, related trial practice, and identifying and navigating contemporary fiduciary challenges.

Speakers

Dana Fitzsimons Jr.

Bessemer Trust, Managing Director & Senior Fiduciary Counsel

Dana Fitzsimons Jr. is Managing Director and Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues. He serves as... Read More →

Friday October 18, 2024 8:05am - 9:05am MDT
Holiday Inn Downtown Ballroom

General Session

72nd Annual Montana Tax Institute

Dana Fitzsimons Jr.

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