Being an independent trustee is not an easy job. Trustors (settlors) must rely on trusted individuals to carry out their wishes and to fulfill their promises to the beneficiaries. And beneficiaries hope for the fulfillment of the settlor’s promises are in the hands of the trustee.
Then throw in a global pandemic, a change of administration and major change to the tax laws… and a difficult job becomes even more daunting. In this CLE you will learn new tips, techniques and interact for working with fiduciaries and other legal professionals in your field. Topics include: Crisis Planning for Persons with Disability, Embracing Disruption as a Catalyst for Change, Planning in the Light of Tax Uncertainty, Impact of Residency of Trustees, Beneficiaries & Managers on State Income, Creditor and Divorce Laws, The Evolving Role of Fiduciaries in Addressing the Needs of the Affluent Family and HEMS Distribution Standards for Trustees. This course will benefit attorneys when working with wealth managers, family advisors, CPAs and insurance professionals.
The speakers at the Independent Trustee Alliance (ITA) Annual Conference include: Ann Koerner, R.N., BSN, Jane Beddall, M.A., J.D., Tom Pauloski, Esq., Jim Roberts, Esq., Courtney Pullen, M.A., Christian Kelso, J.D.