The Minefields of the Professional as a Fiduciary: Do YOU know how to get through them?
The Minefields of the Professional as a Fiduciary: Do YOU know how to get through them?-Increasingly, more and more estate planners are diversifying their services to their clients and are serving as fiduciaries (executors, trustees, guardians and trust protectors) for their clients. Unfortunately, this area is fraught with risk and uncertainty!!! During this 90 minute webinar, Paul will discuss:
- The ethics rules that apply to the different subspecialties of estate planning.
- The pro’s and con’s of serving and continuing to provide estate planning services to the client, an entity or to the trust, estate and guardianship.
- The efficacy and legal effect of self-drafted or included ways to minimize liability.
- Best practices in performing these services.
- And much more!!!
Forms and clauses provided. Don’t miss this important LISI webinar!!!
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
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Paul is an author, speaker and consultant on tax, estate and charitable planning. He also is a Vice-President with Thompson & Associates, a charitable estate planning firm. email@example.com.