Practical Solutions to Thorny Estate Planning, Administration, and Ethics Dilemmas: If I Knew Then What I Know Now
A summary of the program is below:
Do you find yourself searching for ways to navigate ethical issues? Is crafting effective trust distribution criteria challenging, especially involving family businesses; those incapacitated by age or illness; or to anticipate change? What methods may ensure effective communication with estate planning clients and trust beneficiaries, including the trustee’s duty to notify? How can you market your practice to reflect today’s population? A panel of experienced estate planners and trust administrators will discuss:
- How best to plan for challenging assets, such as the family business, vacation homes, and personal property;
- How to design better trust distribution provisions; and
- How to ensure that your practice remains vital as our profession changes.
You will receive practical solutions to these and other common challenges facing the administration of estates and trusts, including trustee selection and dealing with aging clients.