{"product_id":"trustee-onboarding-trust-administration-in-focus","title":"Trustee Onboarding - Trust Administration In Focus","description":"\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by:\u003c\/strong\u003e Jessica Marchegiano, Esq.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE:\u003c\/strong\u003e 1.0 General credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AR, AZ, CT, ND, MO, NH, \u0026amp; TX are eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWealthCounsel members: \u003c\/strong\u003eThis CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/11504325645599439032\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account.\u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":49427220889671,"sku":null,"price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/TrusteeOnboarding_329867038_f6daaa31-98ea-45e1-b28e-d66754a3419a.jpg?v=1791299846","url":"https:\/\/wcstore.wealthcounsel.com\/products\/trustee-onboarding-trust-administration-in-focus","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}