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SUMMARY:Webinar - Who Should Serve as Trustee? Making One of Estate Planning’s Most Important Choices
DESCRIPTION:Selecting a trustee is one of the most important—and often underestimated—decisions in the estate planning process. The individual or institution you choose will be responsible for carrying out your wishes\, managing assets\, navigating family dynamics\, and exercising judgment during some of life’s most sensitive moments. \nIn this educational webinar\, Stephen R. Elville\, Managing Principal and Lead Attorney of Elville and Associates\, guides attendees through the trustee selection process and explains why thoughtful planning in this area is essential to the long-term success of any estate plan. \nThis presentation is designed to help individuals\, families\, and professional advisors understand the real-world responsibilities of trustees\, the risks associated with poor or outdated selections\, and how proper trustee succession planning can prevent disruption\, conflict\, and unintended outcomes. \nTopics of discussion will include: \n\n\nWhat a trustee is and the legal and practical responsibilities the role entails \n\n\nThe different types of trustees—individual\, professional\, and corporate—and the advantages and limitations of each \n\n\nEstablishing realistic benchmarks for selecting the “right” trustee \n\n\nWhy trustee selection plays a critical role in effective estate and trust administration \n\n\nTrustee succession planning and why it is often overlooked\, yet vital \n\n\nThe role of trustees in both wills and trusts \n\n\nWhen and why appointing a corporate trustee may be appropriate \n\n\nUnderstanding and mitigating “successor trustee risk” \n\n\nTo RSVP for the webinar and receive your personal link to attend\, please click here. \nShould you have questions prior to the event\, please contact Jeff Stauffer\, Community Relations Director and webinar moderator\, at jeff@elvilleassociates.com or 443-393-7696 x117. We look forward to hosting you.
URL:https://elvilleassociates.com/blogs/6168/event/webinar-who-should-serve-as-trustee-making-one-of-estate-plannings-most-important-choices/
CATEGORIES:Webinar
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