Best Practices & Procedures for Fiduciaries in Trust & Estate Planning (In Person Seminar)What Fiduciaries Want Trusts & Estates Attorneys to Know

A trust may be legally sound and still be difficult, expensive, or contentious to administer. Drawing on institutional, independent, tax, estate planning, and fiduciary-risk perspectives, this panel will work backward from trust acceptance and administration to identify what estate planning attorneys should address in the governing documents, preserve in the planning file, and discuss before the plan is signed. The focus is not on how trustees should administer a trust, but on what planners can do now to make later administration clearer, more efficient, and less prone to beneficiary surprise and avoidable conflict.

This program is co-sponsored with the NHBA's Trust & Estate Law Section whose members will receive a discount on the registration fee.

CLICK HERE FOR MORE INFORMATION & TO REGISTER.