Understanding & Communicating Beneficiary Roles
Setting expectations and guiding beneficiaries
- Product Number: 2220130WBA
- Publication Date: 5/17/2022
- Length: 1 Hour CLE Credit Note
- Copyright: © 2022 MCLE, Inc.
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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
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9:30 - 9:35 am
Trust Roles: Grantor, Trustee and Beneficiary
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9:35 - 9:40 am
Communication with Beneficiaries
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9:40 - 9:55 am
Keeping the Beneficiaries Informed
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9:55 - 10:05 am
What to Expect as a Beneficiary
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10:05 - 10:15 am
Accounting to Beneficiaries
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10:15 - 10:25 am
Dealing with Difficult Beneficiaries
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10:25 - 10:30 am
"Ask the Expert" Q&A Session and Key Takeaways
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