Understanding & Communicating Beneficiary Roles
Setting expectations and guiding beneficiaries
- Product Number: 2220130P01
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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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
on demand video Add to CartHon. Brian A. Davis, Superior Court, Business Litigation Session, Commonwealth of Massachusetts , Boston
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2:32 pm - 2:47 pm
Superior Court Judicial Colloquy 2021: Witness Preparation
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9:35 - 9:40 am
Communication with Beneficiaries
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2:47 pm - 3:00 pm
Superior Court Judicial Colloquy 2021: Direct Examination
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9:40 - 9:55 am
Keeping the Beneficiaries Informed
on demand video Add to CartInterest in the trust; Trust details; Trustee compensation -
3:00 pm - 3:12 pm
Superior Court Judicial Colloquy 2021: Cross Examination
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9:55 - 10:05 am
What to Expect as a Beneficiary
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3:12 pm - 3:25 pm
Superior Court Judicial Colloquy 2021: Trial Evidence and Objections
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10:05 - 10:15 am
Accounting to Beneficiaries
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3:25 pm - 3:40 pm
Break
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3:40 pm - 3:52 pm
Superior Court Judicial Colloquy 2021: How to Deal with S.O.B Lawyers (or Judges)
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3:52 pm - 4:00 pm
Superior Court Judicial Colloquy 2021: The Worst Mistakes You've Ever Seen Made at Trial
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4:00 pm - 4:10 pm
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10:15 - 10:25 am
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4:10 pm - 4:18 pm
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4:18 pm - 4:33 pm
Superior Court Judicial Colloquy 2021: Pros, Cons, and Best Practices for Virtual Advocacy
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4:33 pm - 4:44 pm
Superior Court Judicial Colloquy 2021: Getting Younger/Less Experienced Members of the Bar Court Experience
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10:25 - 10:30 am
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4:44 pm - 4:55 pm
Superior Court Judicial Colloquy 2021: Things You Wish You Had Known as a Practitioner/Things You Wish More Practitioners Did in Your Courtroom
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4:44 pm - 4:55 pm
Superior Court Judicial Colloquy 2021: Things You Wish You Had Known as a Practitioner/Things You Wish More Practitioners Did in Your Courtroom
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