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DTSTART:20150521T164500Z
DTEND:20150521T183000Z
LOCATION:The Standard Club, 320 S. Plymouth Court, 5th Floor Ballroom, Chicago, IL
UID:1109720150521T164500ZSelecting and Advising Trustees: A Practical Guide
DTSTAMP:20260519T103236Z
DESCRIPTION:\nCEPC Luncheon Program and Annual General Membership Meeting\n \nSelecting a trustee is a challenging and oftentimes underappreciated aspect of the estate planning process.  Helping clients to understand the pros and cons of different choices—whether naming an individual, a corporate fiduciary or an attorney or other professional advisor—is the first step in ensuring that the grantor’s intentions are carried out.  And once the fiduciary begins to act, the professional advisor needs to ensure that an individual understands what is required of a trustee.  The presentation will discuss the pros and cons of different choices, practical considerations where an attorney is acting or a co-trustee is named, and specific topics a trustee needs to understand, including documentation, fundamental duties, and fee issues.\n
SUMMARY:Selecting and Advising Trustees: A Practical Guide - Chicago Estate Planning Council 
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DESCRIPTION:Reminder
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