Do you really want to take on the role of Trustee? Has your legal background properly prepared you? This session takes a look at the risks, rewards and role of serving as trustee with a particular emphasis on what an attorney needs to consider before adding this service. The main topics discussed include: Becoming a Trustee, Trust & Estates Experience + Consistent Process = Trust and the 8 action steps. Additional topics: ethical considerations, client intake, defining the trustee’s role, terms for distribution, handling assets, investments and determining your fee. Since 2015, Tim has held the distinction of Estate Planning Law Specialist* (EPLS), and was one of the first lawyers in Massachusetts recognized with the designation. In addition, he is an Accredited Estate Planner** (AEP®). He’s also the recipient of the Going Green Award for innovation in “greening” the practice of law, one of three recognized by the Massachusetts Bar Association.
On-Demand