eCourse
Drafting for the Trustee in a Challenging Environment
Contains material from Sep 2023
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Includes: Video Audio Paper Slides
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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