All About Trustees What Are Their Duties and How to Choose the Right One For You

Join Elville and Associates’ Principal Attorney Meghan McCulloch and Associate Attorney Michael Joseck as they offer this webinar discussion about the very important topic of trustees, their duties, and how to choose the right one for you. Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly. Ensure you’re educated about all of the factors that go into making this important decision, along with understanding their responsibilities. Points of emphasis will include:
— What is a Trustee and what are their responsibilities?
— Types of Trustees and their characteristics – advantages and disadvantages
— The perfect Trustee – setting the benchmark for selection
— Trustee selection – why is it so important?
— Trustee succession and plan design – why so difficult, why so crucial?
— Trustee roles in Wills and Trusts
— What are some reasons to consider appointing a Corporate Trustee?
— Why should you be concerned about “Successor Trustee risk”?

 

More Webinars from Elville and Associates

The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.