Name
Playing With Matches: Avoiding the Trustee Risks You Didn’t Know Existed
Date & Time
Thursday, July 16, 2020, 11:00 AM - 12:00 PM
Description
Trustees often are asked to engage in loans to related parties or beneficiaries and other transactions with related trusts, closely held assets and real estate. For a trustee who is not careful, even a seemingly simple act like making a loan to a beneficiary can lead to liability. This session will explore the complexities added by directed trust statutes and will examine methods to reduce fiduciary risk in common trust transactions
Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit