Finding a Fiduciary
Understanding trustee duties, qualifications, and types of trustees, as well as tips for selecting trustees to match client circumstances
- Product Number: 2220048WBA
- Publication Date: 10/29/2021
- Length: 1 Hour CLE Credit Note
- Copyright: © 2021 MCLE, Inc.
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Product Description
Product Description
Choosing a trustee is one of the most important decisions a client makes when establishing a trust. In making this decision, there are a number of factors the client should consider, including, among others, relevant expertise and experience; familiarity with the family; characteristics such as dependability, sound judgment, and impartiality; the complexity of the trust assets and administration; and cost. While a client may have a trusted family member or friend who is an appropriate choice for the role, given the trustee's fiduciary duties and responsibilities, a client may want to consider naming a professional to serve as trustee (either as the sole trustee, or as a co-trustee with a family member or friend). This new seminar provides an overview of the duties and responsibilities of the trustee, highlights important trustee qualifications, and explains the types of trustees a client might consider given their particular circumstances. -
Agenda
Agenda & Materials
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12:00 - 12:20 pm
Introduction to a Trustee's Duties and Responsibilities
on demand video Add to CartCourtney N. Carr, Esq., Choate Hall & Stewart LLP , Boston
Christina S. Dawson, Esq., Nutter McClennen & Fish LLP/Library
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12:20 - 12:28 pm
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12:28 - 12:41 pm
Trustee Options—Family Members, Friends, Professional Individual Trustees, and Corporate Trustees
on demand video Add to CartChristina S. Dawson, Esq., Nutter McClennen & Fish LLP/Library
Courtney N. Carr, Esq., Choate Hall & Stewart LLP , Boston
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12:41 - 12:50 pm
Succession Planning for Trustees
on demand video Add to CartChristina S. Dawson, Esq., Nutter McClennen & Fish LLP/Library
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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