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Description
The
most sophisticated trust instrument imaginable cannot salvage or disguise poor
management of trust assets. A Trustee
must possess, or engage agents who possess, expertise in trust law as well as
expertise concerning the assets composing the trust to ensure that the trust is
productive and effectively fulfills its purposes. The following issues will be analyzed:
- Duty of diversification
- Risks associated with asset retention
- Challenges arising from holding closely-held businesses interests
- Handling other non-traditional assets
Cancellation Policy
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.
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State CE Exceptions: Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. |