"Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases"
COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m. All meeting attendees are welcome to join!
AGENDA
11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
11:45 - 12:00 p.m. Registration
12:00 - 1:45 p.m. Luncheon & Program
PROGRAM OVERVIEW
This session will review selected reported fiduciary litigation decisions from 2025 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.
SPEAKER:
Dana G. 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 Chair of the firm’s Fiduciary Counsel Committee and its Diminished Capacity Working Group.
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 currently serves on its Board of Regents. He has been recognized in Chambers USA: America’s Leading Lawyers for Business, is a 2021 inductee into the NAEPC Association Estate Planning Hall of Fame and a member of The International Academy of Estate and Trust Law, and he 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 actively perform and record as a jazz and rock drummer.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
No-shows will be billed. No refunds after November 13, 2026.
