Estate Planning Considerations from a Fiduciary’s Perspective: T&E Section CLE Luncheon - Webcast
What actually happens when a fiduciary starts acting under their appointing documents? How well do the documents you draft for your clients work in real life? From the perspective of a professional fiduciary, this presentation will address factors your client should consider when selecting a professional fiduciary; drafting tips and pitfalls for estate planning documents when appointing a professional fiduciary; and practical considerations to implement for the benefit of your client and their fiduciaries (professional and otherwise).
- Questions to ask when selecting a fiduciary
- Documents appointing a professional fiduciary – the good and the bad
- How to prepare your clients before working with a fiduciary
Please note that all Home Study products will be available approximately 2 weeks after the date of the live program.
12:00 – 1:00 pm
Estate Planning Considerations from a Fiduciary’s Perspective
Presented by Sarah Pheral, Esq.
Registration Fees
| Non Member | $69.00 |
| CBA Member | $49.00 |
| CBA Trust & Estate Law Section Member | $39.00 |
| Paralegal/Legal Support Staff | $39.00 |
| CBA Elder Law Section Member | $39.00 |
| New Lawyer Edge Partner | $24.50 |
| CLEACCESSPASS | $0.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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Sponsor Information
- Questions to ask when selecting a fiduciary
- Documents appointing a professional fiduciary – the good and the bad
- How to prepare your clients before working with a fiduciary