Finding a Fiduciary
Understanding trustee duties, qualifications, and types of trustees, as well as tips for selecting trustees to match client circumstances
- Product Number: 2220048P01
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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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
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- Faculty