Product Description

One of the most difficult tasks for the Trustee or Personal Representative can be communicating with the beneficiaries and setting expectations about the estate administration process. This can be especially hard if your fiduciary has never acted in this role before. Learn what information you should be communicating to your beneficiaries and how to guide your clients in their fiduciary roles.

Agenda & Materials

• 9:30 - 9:35 am

  Trust Roles: Grantor, Trustee and Beneficiary

  on demand video Add to Cart

  Shani Rea Collymore, Esq., Cody, Cody & McCarthy LLC , Quincy
  
• 9:35 - 9:40 am

  Communication with Beneficiaries

  on demand video Add to Cart

  Shani Rea Collymore, Esq., Cody, Cody & McCarthy LLC , Quincy
  
• 9:40 - 9:55 am

  Keeping the Beneficiaries Informed

  on demand video Add to Cart

  Interest in the trust; Trust details; Trustee compensation

  Shani Rea Collymore, Esq., Cody, Cody & McCarthy LLC , Quincy
  
• 9:55 - 10:05 am

  What to Expect as a Beneficiary

  on demand video Add to Cart

  Shani Rea Collymore, Esq., Cody, Cody & McCarthy LLC , Quincy
  
• 10:05 - 10:15 am

  Accounting to Beneficiaries

  on demand video Add to Cart

  Shani Rea Collymore, Esq., Cody, Cody & McCarthy LLC , Quincy
  
• 10:15 - 10:25 am

  Dealing with Difficult Beneficiaries

  on demand video Add to Cart

  Shani Rea Collymore, Esq., Cody, Cody & McCarthy LLC , Quincy
  
• 10:25 - 10:30 am

  "Ask the Expert" Q&A Session and Key Takeaways

  on demand video Add to Cart

  Shani Rea Collymore, Esq., Cody, Cody & McCarthy LLC , Quincy
  

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.

Faculty