A Sit-Down with Corporate Fiduciaries: What Every Estate Planning Attorney Should Know

What happens after your estate planning documents are signed and a corporate fiduciary takes over? Are your documents giving fiduciaries the authority and flexibility they need, or are you inadvertently creating obstacles to effective administration? Join three experienced professionals from Old North State Trust for a candid, behind-the-scenes discussion of what every estate planning attorney should know about working with corporate fiduciaries. Learn how fiduciaries actually exercise discretion, make difficult distribution decisions, manage complex and unusual assets, navigate special needs trusts, and address investment and administrative challenges. The discussion will also explore common drafting pitfalls, practical considerations in selecting fiduciaries, and the attorney–fiduciary relationship. Through real-world insights and an open exchange of ideas, attendees will gain a better understanding of how their planning decisions affect the people and institutions ultimately responsible for carrying them out.

(1.5 hours General CLE Credit Pending)