Name
Fiduciary Selection
Date & Time
Thursday, August 1, 2019, 9:40 AM - 10:55 AM
Speakers
Description
Some of the most difficult decisions clients have to make involve selecting the appropriate fiduciaries for their estate plan. This session will give you the knowledge you need to guide them in selecting executors, trustees, trust protectors, financial agents, and other fiduciaries. We will also demystify the "independent trustee" and "related or subordinate to" concepts by covering the related party rules of Section 672(c) and how they factor into fiduciary selection.
Sessions
Henna Shah
Course Level
Intermediate
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.25
CLE Eligibility
Eligible for CLE credit