Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases (at least it seems to me)
Dana G. Fitzsimons Jr.
This session will review recent cases from across the country to assist fiduciaries and their advisors in identifying and managing contemporary challenges.

Dana G. Fitzsimons, Jr., Principal and Fiduciary Counsel

Mr. Fitzsimons is Principal and 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.

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 on its Business Planning and Charitable Planning and Exempt Organizations Committees. Dana has been recognized in Chambers USA: America’s Leading Lawyers for Business, has served in the ABA RPTE
leadership, 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
actively as a jazz drummer.