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I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor

Contains material from Sep 2021

I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor
3.38 out of 5 stars
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Good program. I think it might have been an hour instead of 30 min. Maybe 45

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Selecting a fiduciary to administer a trust or estate is a decision that can have a lasting impact for your clients and their loved ones or intended beneficiaries. In many instances, utilizing a corporate fiduciary can provide several benefits and resources that a private fiduciary simply may not have at their disposal. Review common considerations for clients in deciding whether to appoint a corporate fiduciary or reserve the option to appoint a corporate fiduciary in the future.

Includes: Video Audio Paper Slides


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1. I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor (Sep 2021)

Anna María Méndez, Eric W. Nelson

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31 mins
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31 mins
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Session 1 —31 mins
I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor (Sep 2021)

Selecting a fiduciary to administer a trust or estate is a decision that can have a lasting impact for your clients and their loved ones or intended beneficiaries. In many instances, utilizing a corporate fiduciary can provide several benefits and resources that a private fiduciary simply may not have at their disposal. Review common considerations for clients in deciding whether to appoint a corporate fiduciary or reserve the option to appoint a corporate fiduciary in the future.

Originally presented: Aug 2021 Estate Planning, Guardianship and Elder Law Conference

Anna María Méndez, Cadence Bank - Austin, TX
Eric W. Nelson, Dawson Law LLP - Austin, TX