Meeting Title:
Best Practices for Fiduciaries: So You've Been Named a Trustee: Now What?

Meeting Description:
Trust administrations can be a trap for the unwary private professional fiduciary. Even seemingly straightforward trust administrations may involve contentious beneficiaries and family discord. Often, the trustee becomes a target. This presentation is designed to educate trustees on what problem signs to look for when taking on an administration, how to set up and manage the administration to minimize potential liability and avoid claims, and what to do if and when something goes wrong. This presentation will include an open forum discussion with the audience about those issues most relevant to them.

Speaker Name:
Weintraub|Tobin, Law Firm

Sponsor:
Tower Point Wealth

CEU & MCLE
Trusts - 1.0

Meeting Date:
Thursday October 28, 2021

Meeting Time:
3:00PM - 4:00PM

PFAC Members Only:
No

Meeting Price:
Members: $30
Non-Members: $40
Students: $30

Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Additional Information:
This meeting will be held from 3:00-4:00 in the conference room prior to the Mixer set to start at 4:00. Please join us for both.

Food:
Yes - there will be food served at the mixer following the meeting 

**** Please remember that PFAC's REGION AND CHAPTER LIVE MEETING POLICY – PANDEMIC ADDENDUM is still in place

CLICK HERE to register 

For More Information Contact:
Fred Eblin - [email protected]