Live Webinar: Trustee Best Practices (How Not to Get Sued!)
Webinar: Trustee Best Practices (How Not to Get Sued!)
Being a trustee is a serious responsibility, and navigating the complexities of administering a trust can feel overwhelming. In this informative webinar, Trustee Best Practices (How Not to Get Sued!), we’ll explore the essential duties of a trustee, share practical tips to avoid common pitfalls and highlight the advantages of partnering with a corporate trustee to ensure a smooth administration process.
What You’ll Learn:
- Understanding the Role of a Trustee: A breakdown of the trustee’s responsibilities, including fiduciary duties, impartiality, record-keeping, and communication with beneficiaries.
- Best Practices for Trustees: Proven strategies to manage trust property effectively, avoid conflicts of interest, and mitigate legal risks.
- Benefits of Working with a Corporate Trustee: Discover how a professional trustee can provide expertise, neutrality, and peace of mind while ensuring compliance with legal and financial requirements.
Whether you’re a current trustee, considering appointing one or simply want to understand more about this critical role, this webinar will provide valuable insights to protect yourself and the trust assets under your care.
To learn more about SJF Law Group, visit https://estateandprobatelawyer.com/