Clarkston Capital Partners.

Review of the Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases

Date: Monday, October 4, 2021
Time: 5:00pm - 7:30pm
Location: Gainey Ranch Golf Club, 7600 E. Gainey Club Drive, Scottsdale, AZ 85258
Speaker: Dana Fitzsimons, Jr., Bessemer Trust

Dana Fitzsimons, Jr.

Mr. Fitzsimons 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 Chair of the firm’s Fiduciary Counsel Committee.

Prior to joining Bessemer, Dana was a partner with McGuireWoods LLP, where he practiced in the areas of fiduciary litigation and estate planning.

He is a Fellow of the American College of Trust & Estate Counsel (ACTEC) and serves as Vice Chair of its Long Range Planning Committee and on its Business Planning Committee. Dana serves in the ABA RPTE Section leadership on its Special Committee on Career Development and Wellness, has been recognized in Chambers USA: America’s Leading Lawyers for Business, and frequently lectures on fiduciary topics. 

Dana earned a J.D. from William & Mary Law School, where he was a member of the law review and graduated Order of the Coif, and a B.A. in music from Ithaca College School of Music. He continues to perform as a jazz drummer.


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Dinner Menu

Salad

Baby Kale Salad with apples and mixed peppers, creamy champagne dressing (GF/DF)

Entrees

Short Rib with pan sauce, Yukon gold smashed potato, charred blue lake green beans (GF/DF)

Vegetarian Option: Mushroom Risotto Cake with grilled asparagus and carrots in a plum sauce

Dessert

Apple Tart with caramel sauce, dairy free whipped cream (DF)


EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.


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