Counseling Trustees on Their Duties Out of Stock
Understanding and Using Trusts - Part 4 of a Nine Program Series! Co-sponsored by the CBA Trust & E
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March 2015
Counseling Trustees on Their Duties
Co-sponsored by the CBA Trust & Estate Section
Program Description:
Topics Include:
Fiduciary Defined, Including
- Trustee
- Personal Representative
- Conservator
- Agent (Under Durable General Power of Attorney)
- Guardian (to the Extent of Financial Responsibilities)
Basic Statutes, Principles and Requirements of Fiduciary Administration
Summary of the Court Intervention Concept and Issues that Require Court Intervention
Who Can or Should Serve as a Fiduciary
Where to Find Materials and Guidelines for Various Fiduciaries (Including Useful Examples)
Trustee Duties In-depth
- The Trustee's Duties Defined and Explained
- Written Materials Include a Sample Letter from Counsel to a Trustee of a Newly Funded Trust
Presented by E. David Griffith, Esq., and Dennis Whitmer, Esq.
Agenda:
8:30am
Registration and Continental Breakfast
9:00am - 10:00am
Program
10:00am - 10:15am
Networking Break
10:15am - 12:15pm
Program
12:15pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $209.00 USD
- Member Price $189.00 USD
- General Credits 4.00
- Ethics Credits 0.00
- EDI Credits