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Drafting for the Trustee in a Challenging Environment 

Contains material from Sep 2023

Drafting for the Trustee in a Challenging Environment 
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Explore 20 drafting ideas to help the trustee in the administration of a trust and to minimize their liability. The materials include “Trustee Boot Camp: A Checklist for New Trustees.”

Includes: Video Audio Paper Slides


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1. Drafting for the Trustee in a Challenging Environment  (Sep 2023)

Dave Folz, Sarah Patel Pacheco

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Session 1 —30 mins
Drafting for the Trustee in a Challenging Environment  (Sep 2023)

Explore 20 drafting ideas to help the trustee in the administration of a trust and to minimize their liability. The materials include “Trustee Boot Camp: A Checklist for New Trustees.”

Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference

Dave Folz, Trust Counselor LLC - Dallas, TX
Sarah Patel Pacheco, Jackson Walker LLP - Houston, TX