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Finding a Fiduciary

Understanding trustee duties, qualifications, and types of trustees, as well as tips for selecting trustees to match client circumstances

  • Product Number: 2220048WBA
  • Publication Date: 10/29/2021
  • Length: 1 Hour CLE Credit Note
  • Copyright: © 2021 MCLE, Inc.
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  • Product Description

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    Choosing a trustee is one of the most important decisions a client makes when establishing a trust. In making this decision, there are a number of factors the client should consider, including, among others, relevant expertise and experience; familiarity with the family; characteristics such as dependability, sound judgment, and impartiality; the complexity of the trust assets and administration; and cost. While a client may have a trusted family member or friend who is an appropriate choice for the role, given the trustee's fiduciary duties and responsibilities, a client may want to consider naming a professional to serve as trustee (either as the sole trustee, or as a co-trustee with a family member or friend). This new seminar provides an overview of the duties and responsibilities of the trustee, highlights important trustee qualifications, and explains the types of trustees a client might consider given their particular circumstances.

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    Agenda & Materials

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    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Faculty

    Courtney N. Carr, Esq.,
    Christina S. Dawson, Esq., Nutter McClennen & Fish LLP/Library,
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