Trustee Onboarding - Trust Administration In Focus

This course provides a practical, attorney-focused overview of the duties, responsibilities, and fiduciary obligations of successor trustees during periods of incapacity and following the trustmaker’s death. Attendees will gain clarity on best practices for guiding trustees through the trust administration process. The program will also provide strategic guidance on maintaining and strengthening long-term relationships with clients, successor trustees, beneficiaries, and trusted advisors. We’ll explore how thoughtful communication, clear expectations, and proactive counsel can reduce conflict, enhance trust administration outcomes, and position your firm as a trusted, multigenerational advisor.

Presented by: Jessica Marchegiano, Esq.

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.