– 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.