The lawyer preparing a trust instrument, and the Trustee
interpreting and implementing what the lawyer has written, must engage in a delicate
balancing of the intentions of the testator/settlor and the current and
anticipated future needs, desires and circumstances of the beneficiaries. Even superb estate planning instruments may founder
due to ineffective or defective trust administration. How challenges such as the following are
addressed may determine whether a trust administration calamity ensues:
- Conscientiously adhering to governing instrument directives
- Avoiding adverse tax consequences that may result from trust and estate settlements
- Trustee selection
- Trustee compensation
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.
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30 days before event date or earlier.
Click on your state for application.