It is possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause components of the plan to short circuit or, in some cases, cause the whole plan to explode in flames. The results may range from loss of expected tax status or benefits to diversion of trust assets. In this session, we will examine the importance of:
- Following governing instrument mandates to the letter
- Exercising dispositive and investment discretion with care and sensitivity
- Designating fiduciaries with expertise, experience and integrity
- A Trustee’s developing cooperative and informative relationships with beneficiaries
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Archive Note: CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
| State CE Exceptions: Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. |  |  |  |