Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a trustee. Choosing a trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly. Ensure you’re educated about all of the factors that go into making this important decision. Points of emphasis will include:

- What is a Trustee and what are their responsibilities?

- Types of trustees and their characteristics – advantages and disadvantages

- The perfect Trustee – setting the benchmark for selection

- Trustee selection – why is it so important?

- Trustee succession and plan design – why so difficult, why so crucial?

- Trustee roles in Wills and Trusts

- What are some reasons to consider appointing a corporate trustee?

- Why should you be concerned about “successor trustee risk”?

Open to clients, advisors and the general public. For Certified Financial Planners, CPAs, and various other professional, 1.5 continuing education hours will be available for attending this presentation.

To RSVP, please click here to receive your personal webinar link ahead of time.  Should you have any questions, please contact Jeff Stauffer, Community Relations Director, at jeff@elvilleassociates.com, or 443-393-7696 x117. We look forward to hosting you!

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