Rules Governing Trustees and Choice of Trustees (from Trust Administration 2012) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 2/28/2015

Information

A pre-recorded streaming video replay of one session from the February 2012 live seminar, Trust Administration 2012.


Should your client use an uncle, friend, or corporate trustee? Explore all the variables before advising.

Topics covered include:

  • Choice of various individuals and entities who are permitted to serve as trustees under state law
  • Tax consequences of certain trustee selections
  • Document drafting tips to avoid adverse tax consequences
  • Selected duties of trustees under the Virginia Uniform Trust Code
 

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Schedule

Faculty

Amy G. Pesesky, Amy G. Pesesky, P.L.C. / Norfolk

Locations, Dates and Fees

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