eCourse
I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor
Contains material from Sep 2021
Good program. I think it might have been an hour instead of 30 min. Maybe 45
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Anna María Méndez, Eric W. Nelson
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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