Webinar Registration

Trustee Training:
Rights and Responsibilities

Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, May, 19

01:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Steve Mancini

Estate Planning Attorney

Kate Langmore

Estate Planning Attorney

What You'll Learn

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in these different situations?

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Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn
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Webinar Description
A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in these different situations?
Join estate planning attorneys Kate Langmore and Steve Mancini for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships. The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.
Learning objectives include:
Cause of family dysfunction
How to choose a trustee
The scope of a trustee's legal responsibilities and duties - immediate and overall
Trustee liabilities and personal point of view
Trust settlement process
*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.