Understanding & Communicating Beneficiary Roles
Setting expectations and guiding beneficiaries
- Product Number: 2220130WAU
- Publication Date: 5/17/2022
- Length: 1 Hour CLE Credit Note
- Copyright: © 2022 MCLE, Inc.
-
Add to Favorites List
Your Selection:
Also Available:
Related On Demand Videos
See Agenda below to purchase individual video segments from this program.
Pricing varies by video length. Member and new lawyer pricing available.
Free for OnlinePass subscribers.
-
Product Description
Product Description
One of the most difficult tasks for the Trustee or Personal Representative can be communicating with the beneficiaries and setting expectations about the estate administration process. This can be especially hard if your fiduciary has never acted in this role before. Learn what information you should be communicating to your beneficiaries and how to guide your clients in their fiduciary roles. -
Agenda
Agenda & Materials
-
9:30 - 9:35 am
Trust Roles: Grantor, Trustee and Beneficiary
on demand video Add to Cart -
9:35 - 9:40 am
Communication with Beneficiaries
on demand video Add to Cart -
9:40 - 9:55 am
Keeping the Beneficiaries Informed
on demand video Add to CartInterest in the trust; Trust details; Trustee compensation -
9:55 - 10:05 am
What to Expect as a Beneficiary
on demand video Add to Cart -
10:05 - 10:15 am
Accounting to Beneficiaries
on demand video Add to Cart -
10:15 - 10:25 am
Dealing with Difficult Beneficiaries
on demand video Add to Cart -
10:25 - 10:30 am
"Ask the Expert" Q&A Session and Key Takeaways
on demand video Add to Cart
Please Note
MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.
-
- Faculty