Getting Thoughtful About Intellectual Property

FIRMA’s 36th National Risk Management Training Conference
May 2, 2023
11:45 AM - 12:45 PM CT
Grand Hyatt San Antonio River Walk
600 E Market St
San Antonio, TX 78205
Private Wealth Services attorney Shari Levitan will join a panel titled "Getting Thoughtful About Intellectual Property" at The Fiduciary & Investment Risk Management Association's (FIRMA) 36th National Risk Management Training Conference. This session will focus on the unique care and feeding required by intellectual property assets and the administration of them in fiduciary settings. The discussion will include some the common pitfalls regarding transfer, economics and defense of these assets. They will also discuss the ownership settings — including estates, trusts and the use of holding companies — and their related impact on risk, responsive oversight and decision making.

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