Free

Practical Solutions to Vexing Trust Administration Dilemmas Luncheon

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Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Prairie Trust™ invites you to a complimentary luncheon webinar on Practical Solutions to Vexing Trust Administration Dilemmas.

The lawyer preparing a trust instrument, and the Trustee interpreting and implementing what the lawyer has written, must engage in a delicate balancing of the intentions of the estator/settlor and the current and anticipated future needs, desires and circumstances of the beneficiaries. Even superb estate planning instruments may flounder due to ineffective or defective trust administration. How challenges such as the following are addressed may determine whether a trust administration calamity ensues:

- Conscientiously adhering to governing instrument directives
- Avoiding adverse tax consequences that may result from trust and estate settlements
- Trustee selection
- Trustee compensation

Speakers (via webinar):

Charles A. Redd, Stinson Leonard Street LLP
Margaret E.W. Sager, Heckscher Teillon Terrill & Sager, P.C.

To reserve your seat, please RSVP by Friday, August 23.

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Continuing Education:

CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available.

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Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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