The Wellness Series: The Power of Relationships March 29, 2024

Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a Trustee.  Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly.  Ensure you’re educated about all of the factors that go into making this important decision.  

Points of emphasis will include:  What is a Trustee and what are their responsibilities?   Types of Trustees and their characteristics – advantages and disadvantages, The perfect Trustee – setting the benchmark for selection, Trustee selection – why is it so important?  Trustee succession and plan design – why so difficult, why so crucial?  Trustee roles in Wills and Trusts, What are some reasons to consider appointing a Corporate Trustee?  Why should you be concerned about “Successor Trustee risk”?

Please, RSVP for the presentation ahead of time and receive your personal link to attend.

Open to clients, advisors and the general public.  For Certified Financial Planners, CPAs, and various other professionals, 1.5 continuing education hours will be available for attending this presentation.