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Trustee Selection Workshop
December 11, 2018 @ 11:45 am - 1:00 pm
Join Elville and Associates’ principal Stephen Elville as we partner with Baltimore Washington Financial Advisors for an interactive workshop that will educate attendees about “Trustee Selection- How to Choose the Right One for You.”
TOPICS WILL INCLUDE:
What is a Trustee and what are their responsibilities?
Types of trustees and their characteristics- advantages an 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”?
How can BWFA help with selecting a corporate trustee?
To RSVP, please contact Eve Kennedy, Client Services Associates, at Baltimore Washington Financial Advisors, at 410-461-3900, or at firstname.lastname@example.org.