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Estate Planning Considerations from a Fiduciary’s Perspective: Trust & Estate Section CLE Luncheon
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Starts:
Nov 9, 2020 12:00 PM (MT)
Ends:
Nov 3, 2020 12:00 AM (MT)
What actually happens when a fiduciary starts acting under their appointing documents? How well do the documents you draft for your clients work in real life? From the perspective of a professional fiduciary, this presentation will address factors your client should consider when selecting a professional fiduciary; drafting tips and pitfalls for estate planning documents when appointing a professional fiduciary; and practical considerations to implement for the benefit of your client and their fiduciaries (professional and otherwise).
- Questions to ask when selecting a fiduciary
- Documents appointing a professional fiduciary – the good and the bad
- How to prepare your clients before working with a fiduciary
Please note that all Home Study products will be available approximately 2 weeks after the date of the live program.
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Webcasts - live from your computer
Denver, CO
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