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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2:00 - 2:05 pm
History of Decanting
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10:05 - 10:15 am
Accounting to Beneficiaries
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2:05 - 2:15 pm
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10:15 - 10:25 am
Dealing with Difficult Beneficiaries
on demand video Add to CartShani Rea Collymore, Esq., Cody, Cody & McCarthy LLC , Quincy
Karen B. Johnson, Esq., Madge & Johnson, PC , Westford
Shani Rea Collymore, Esq., Cody, Cody & McCarthy LLC , Quincy
Karen B. Johnson, Esq., Madge & Johnson, PC , Westford
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2:15 - 2:25 pm
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10:25 - 10:30 am
"Ask the Expert" Q&A Session and Key Takeaways
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10:25 - 10:30 am
"Ask the Expert" Q&A Session and Key Takeaways
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2:25 - 2:35 pm
When to Decant—Considerations to Make Before Decanting
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2:35 - 2:45 pm
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2:45 - 2:55 pm
Other Options to Decanting—Judicial and Non-Judicial Settlement Agreements and Modifications
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2:55 - 3:00 pm
"Ask the Experts" Q&A Session and Key Takeaways
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