Wednesday, October 2, 2019 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1:00 PM - 2:00 PM | Ethical Considerations for the Trust Administration Intake and Engagement Process It can be an ethical landmine when a revocable trust matures and requires administration by someone other than the original grantor. This session will cover ethical considerations in the following areas: conducting the intake and engagement meeting, identifying the client, counseling multiple fiduciaries, communicating with non-clients, obtaining waivers, defining the scope of representation, and drafting the engagement letter. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:00 PM - 2:30 PM | Q&A and Wealth Tracx Demonstration |