Join Elville and Associates\u2019 Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a Trustee.\u00a0\u00a0Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly.\u00a0\u00a0Ensure you\u2019re educated about all the factors that go into making this important decision.\u00a0\u00a0Points of emphasis will include:\u2014\u00a0\u00a0What is a Trustee and what are their responsibilities?<\/p>\n
\u2014\u00a0\u00a0Types of Trustees and their characteristics \u2013 advantages and disadvantages<\/p>\n
\u2014\u00a0\u00a0The perfect Trustee \u2013 setting the benchmark for selection<\/p>\n
\u2014\u00a0\u00a0Trustee selection \u2013 why is it so important?<\/p>\n
\u2014\u00a0\u00a0Trustee succession and plan design \u2013 why so difficult, why so crucial?<\/p>\n
\u2014\u00a0\u00a0Trustee roles in Wills and Trusts<\/p>\n
\u2014\u00a0\u00a0What are some reasons to consider appointing a Corporate Trustee?<\/p>\n
\u2014\u00a0\u00a0Why should you be concerned about \u201cSuccessor Trustee risk\u201d?<\/p>\n
To register for the webinar and receive the link ahead of time,\u00a0please click here<\/a>.\u00a0\u00a0Should you have any questions beforehand, please contact Community Relations Director and webinar moderator Jeff Stauffer at\u00a0jeff@elvilleassociates.com<\/a>, or\u00a0443-393-7696<\/a> x 117.\u00a0\u00a0We look forward to hosting you!<\/p>\n Open to clients, advisors and the general public.\u00a0\u00a0For Certified Financial Planners, CPAs, and various other professionals, 1.5 continuing education hours will be available for attending this presentation.<\/p>\n #elvilleeducation<\/p>\n #elvillewebinarseries<\/p>","excerpt":"","slug":"webinar-trustee-selection-how-to-choose-the-right-one-for-you-4","image":{"url":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/Depositphotos_22654581_l-2015-aK4y4q.tmp_-FWmy6W.tmp_.jpg","id":75168,"extension":"jpg","width":2000,"height":1335,"filesize":233828,"sizes":{"medium":{"width":300,"height":200,"mime-type":"image\/jpeg","filesize":10125,"url":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/Depositphotos_22654581_l-2015-aK4y4q.tmp_-FWmy6W.tmp_-300x200.jpg"},"large":{"width":1024,"height":684,"mime-type":"image\/jpeg","filesize":80028,"url":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/Depositphotos_22654581_l-2015-aK4y4q.tmp_-FWmy6W.tmp_-1024x684.jpg"},"thumbnail":{"width":150,"height":150,"mime-type":"image\/jpeg","filesize":5587,"url":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/Depositphotos_22654581_l-2015-aK4y4q.tmp_-FWmy6W.tmp_-150x150.jpg"},"medium_large":{"width":768,"height":513,"mime-type":"image\/jpeg","filesize":48486,"url":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/Depositphotos_22654581_l-2015-aK4y4q.tmp_-FWmy6W.tmp_-768x513.jpg"},"1536x1536":{"width":1536,"height":1025,"mime-type":"image\/jpeg","filesize":161870,"url":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/Depositphotos_22654581_l-2015-aK4y4q.tmp_-FWmy6W.tmp_-1536x1025.jpg"}}},"all_day":false,"start_date":"2022-07-22 10:00:00","start_date_details":{"year":"2022","month":"07","day":"22","hour":"10","minutes":"00","seconds":"00"},"end_date":"2022-07-22 11:30:00","end_date_details":{"year":"2022","month":"07","day":"22","hour":"11","minutes":"30","seconds":"00"},"utc_start_date":"2022-07-22 10:00:00","utc_start_date_details":{"year":"2022","month":"07","day":"22","hour":"10","minutes":"00","seconds":"00"},"utc_end_date":"2022-07-22 11:30:00","utc_end_date_details":{"year":"2022","month":"07","day":"22","hour":"11","minutes":"30","seconds":"00"},"timezone":"UTC+0","timezone_abbr":"UTC+0","cost":"","cost_details":{"currency_symbol":"","currency_code":"","currency_position":"prefix","values":[]},"website":"","show_map":true,"show_map_link":true,"hide_from_listings":false,"sticky":false,"featured":false,"categories":[{"name":"Webinar","slug":"webinar","term_group":0,"term_taxonomy_id":150,"taxonomy":"tribe_events_cat","description":"","parent":0,"count":139,"filter":"raw","id":150,"urls":{"self":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-json\/tribe\/events\/v1\/categories\/150","collection":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-json\/tribe\/events\/v1\/categories"}}],"tags":[],"venue":[],"organizer":[],"custom_fields":[],"json_ld":{"@context":"http:\/\/schema.org","@type":"Event","name":"Webinar \u2013 Trustee Selection \u2013 How to Choose the Right One for You","description":"<p>Join Elville and Associates\u2019 Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a Trustee.\u00a0\u00a0Choosing a Trustee […]<\/p>\\n","image":"https:\/\/elvilleassociates.com\/blogs\/6168\/wp-content\/uploads\/2024\/12\/Depositphotos_22654581_l-2015-aK4y4q.tmp_-FWmy6W.tmp_.jpg","url":"https:\/\/elvilleassociates.com\/blogs\/6168\/event\/webinar-trustee-selection-how-to-choose-the-right-one-for-you-4\/","eventAttendanceMode":"https:\/\/schema.org\/OfflineEventAttendanceMode","eventStatus":"https:\/\/schema.org\/EventScheduled","startDate":"2022-07-22T06:00:00-04:00","endDate":"2022-07-22T07:30:00-04:00","performer":"Organization"}}