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)


Customers Who Bought This Item Also Bought

Admiralty Webinar: Maritime Vessel Arrest: How and When to Seize a Vessel for the Collection of Debts

Admiralty Webinar: Maritime Vessel Arrest: How and When to Seize a Vessel for the Collection of Debts
  • (1)
From US$ 15.00

Admiralty CLE: Cruise Ship Passengers’ And Invitees’ Personal Injuries

Admiralty CLE: Cruise Ship Passengers’ And Invitees’ Personal Injuries
  • (1)
From US$ 15.00

You want me to ZOOM WHAT?? Motion Calendar; MSJ; A Fee Hearing

You want me to ZOOM WHAT?? Motion Calendar; MSJ; A Fee Hearing
  • (8)
From US$ 25.00