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DTSTART:20211005T000000Z
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LOCATION:Gainey Ranch Golf Club, 7600 E. Gainey Club Drive, Scottsdale, AZ 85258
UID:2140920211005T000000ZReview of the Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases
DTSTAMP:20260405T142758Z
DESCRIPTION:\nDana Fitzsimons, Jr.\n \nMr. Fitzsimons is Managing Director and Senior Fiduciary Counsel at [Bessemer Trust](http://www.bessemertrust.com/). 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.\n \nPrior to joining Bessemer, Dana was a partner with McGuireWoods LLP, where he practiced in the areas of fiduciary litigation and estate planning.\n \nHe 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. \n \nDana 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.\n ------\n\nSubmitting an RSVP for this event implies your agreement [to the following COVID-19 policy](/assets/Councils/CentralArizona-AZ/userContent/files/CAEPC%202021-2022%20Event%20Policy.doc).\n ------\n\nDinner Menu\n \nSalad\n \nBaby Kale Salad with apples and mixed peppers, creamy champagne dressing (GF/DF)\n \nEntrees\n \nShort Rib with pan sauce, Yukon gold smashed potato, charred blue lake green beans (GF/DF)\n \nVegetarian Option: Mushroom Risotto Cake with grilled asparagus and carrots in a plum sauce\n \nDessert\n \nApple Tart with caramel sauce, dairy free whipped cream (DF)\n ------\n\nEVENT CONDUCT STATEMENT\n \nThe 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.\n ------\n\nAttending without a reservation? [Please read this](https://www.caepc.org/assets/Councils/CentralArizona-AZ/library/At%20the%20Door%20Info.pdf).\n \n \n
SUMMARY:Review of the Past Year’s Most Significant, Curious, or Downright Fascinating Fiduciary Cases - Central Arizona Estate Planning Council 
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