DENVER ESTATE PLANNING COUNCIL

Please join DEPC for our upcoming seminar:

Understanding Trustee Liability with the PTC Framework

The Program:

 This presentation explores the evolving fiduciary responsibilities and personal liability exposures facing trustees, trust companies, and private trust companies. It examines practical risk-management strategies and the growing importance of cyber risk management and cybersecurity controls. Attendees will gain a clearer understanding of how changing trust structures and fiduciary roles affect liability.

Presented By:

Judith Pearson is a distinguished leader in the insurance and risk management industry, with a career dedicated to crafting innovative solutions for complex challenges. As the founder of Precision Brokers and creator of the Nomadx MGA, she specializes in designing tailored risk management processes and insurance products to support trustees, trust companies, and family offices. Judith's expertise lies in identifying, mitigating, and transferring risk for wealth transfer vehicles, particularly in navigating the evolving and often contradictory landscape of trust laws and fiduciary responsibilities.

Through Precision Brokers and Nomadx, Judith educates fiduciaries on risk reduction and implements cutting-edge insurance solutions that go beyond conventional marketplace offerings. Prior to founding Precision Brokers, she launched Nomadx Solutions, LLC to address the unique risk management needs of fiduciaries.

Judith’s career includes serving as President of ARIS Title Insurance Corporation, where she pioneered title insurance for fine art and valuable collectibles. Her innovative work earned her recognition as one of the 2015 "Power of 100 Leaders in the Art World" by Blouin/Artinfo International.

Previously, Judith held key leadership roles as Family Office Group Leader at Woodruff Sawyer, Senior Executive Vice President of Aon Corporation’s Financial Services Group (FSG) and head of its intellectual property division. With a foundation in underwriting at AIG and Chubb, she specialized in management liability insurance such as, Directors’ and Officers’ Liability, Errors and Omissions and similar coverage for Fortune 500 companies and global corporations.

A sought-after speaker, Judith has presented at prominent forums such as Trust and Estate Forums, ABA Trust School, and FOX events. She is frequently quoted in leading publications like The Wall Street Journal, The New York Times, The Economist, and Art and Auction Magazine. Additionally, she has authored articles for Trust & Estates, Wealth Management, and Estate Planning Magazines and earned and the 2022 JD Supra Readers’ Choice Award for Wealth Management.

Judith Pearson continues to be a trusted advisor and thought leader, offering unparalleled insight and solutions to secure the future of wealth management across generations.

Thank you to our venue sponsor!