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