The Intersection of Exceptional Estate Planning and Bad Trust Administration

Date: Tuesday, February 21, 2023
Time: 11:30am - 1:15pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

This event will be offered in person at the Minnehaha Country Club or virtually from your home/office. 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.

 

It’s possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause components of the plan to short circuit or, in some cases, cause the whole plan to explode in flames. The results may range from loss of expected tax status or benefits to diversion of trust assets. In this session, we’ll consider the importance of:

  • Following governing instrument mandates to the letter
  • Exercising dispositive and investment discretion with care and sensitivity
  • Designating fiduciaries with expertise, experience and integrity
  • A Trustee’s developing cooperative and informative relationships with beneficiaries

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