Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

Tuesday, June 4, 2013 - 8:00am to Wednesday, June 5, 2013 - 12:00pm
Region: 
Americas

Event Details

About

The importance of trustee and beneficiary training
This day and a half workshop will provide attendees a deeper understanding of the core trustee duties, skills and traits required to manage the personal demands and obligations of trusteeship. For grantors, choosing a trustee means selecting an individual or organization that has the expertise and emotional skills to carry out his or wishes. For beneficiaries, being part of trust means knowing the rights, roles and responsibilities of the beneficiary and the trustee and committing to a strong working relationship. Lastly, for trustees, accepting this duty demonstrates a willingness to serve as a day to day administrator and long-term advisor.

Attendees of this workshop will learn:
- The duties of a trustee
- The importance of communication between trustees and beneficiaries
- The difference between mandatory and discretionary trusts
- The evolution of fiduciary standards on trust assets
- The liabilities of serving as a trustee
 
Continuing Education Credits
This workshop is eligible for CPE credits. 

 

Pricing
FOX Members: $1,695
Non-Members: $2,095
Additional attendees from the same organization are eligible for a 20% discount.
FOX membership is not required to participate in this workshop. 

Related Links
Trust Success: A Matter of Accountability and Education
T
he Need for Education for Grantors, Trustee and Beneficiaries
U
nderstanding the Trust: Five Steps to Make Sure All the Parties are Educated, Engaged and Held Accountable

 

Questions: email workshops@familyoffice.com or call 312.327.1231

Event Registration

$2,095.00

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Event Hosts

Location: 
Chicago, IL
Gleacher Center
450 North Cityfront Plaza Drive
Chicago  Illinois  60611
United States

Event Sponsors

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