Trustee Selection – A Review of Technical and Practical Considerations

Trustee Selection – A Review of Technical and Practical Considerations

Run Time: 58 minutes
Size (HD): 197.3 MB

Available Licenses

US$ 15.00   US$ 15.00 BCBA Member Rental (72 hours) (HD)

Description

The Broward County Bar Association's Wills Trusts and Estates Section Present


Trustee Selection – A Review of Technical and Practical Considerations


Speaker: Steven J. Schermer, Esq.


The presentation will broadly cover the topic of selecting trustees for long term trust administration, with emphasis on:



  • technical and practical qualifications for trustees.

  • pros and cons of naming friends, family members, individual professionals and institutions to serve as trustees.

  • structuring trusts and trustee roles to limit conflicts. 

  • giving trustees authority to effectively administer unique assets (e.g., operating businesses, valuable collections and illiquid assets).

  • the role of trust protectors and advisors.

  • trustee removal and replacement rights and avoiding adverse tax consequences.


1 General CLE Credit (Approved)


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