A global pandemic, a change of administration and major changes to the tax laws… and a trustee’s difficult job becomes even more daunting. This course will benefit attorneys & independent trustees when working with wealth managers, family advisors, CPAs and insurance professionals.
Trustees have a duty to share trust information with beneficiaries. The nature and extent of these duties are determined by state law – but practitioners can deploy certain practice points to ensure fulfilling these duties.
While trust administration has changed over the last few decades – the significant responsibilities, duties, and liabilities of the trustee have not. In this CLE course Dave Folz with provide you with practical suggestions for dealing with the changing landscape of trust administration.
A professional Trustee and Executor, Marguerite Lorenz bases this CLE presentation on the life cycle of an estate plan and suggests ways for you to establish and maintain lasting relationships with your estate planning clients.
