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Selection and Indemnification of Trustees

Webinar: April 24 (Wednesday) - 12:00pm to 1:00pm

 

Being a trustee can be a thankless job. In addition to the basic tasks and responsibilities of the work, liability risk is a factor, as well as handling tension between family members and potentially other parties. This program delves into the challenge of advising clients on the selection of a trustee and the protections a trustee may require to serve.

 

1 Hour MCLE Credit, including 1 Hour Specialization in Estate Planning

Being a trustee can be a thankless job. In addition to the basic tasks and responsibilities of the work, liability risk is a factor, as well as handling tension between family members and potentially other parties. This program delves into the challenge of advising clients on the selection of a trustee and the protections a trustee may require to serve.

Topics include:

  • The role and responsibilities of a trustee
  • The different contexts in which a trustee may serve
  • The necessary skills and capabilities of a trustee
  • Corporate and professional trustees
  • Trustee indemnification
  • Accountings, releases and other trustee protections

This is an intermediate level course and some estate planning experience is assumed.

Session over—On Demand version coming soon!

Being a trustee can be a thankless job. In addition to the basic tasks and responsibilities of the work, liability risk is a factor, as well as handling tension between family members and potentially other parties. This program delves into the challenge of advising clients on the selection of a trustee and the protections a trustee may require to serve.

Topics include:

  • The role and responsibilities of a trustee
  • The different contexts in which a trustee may serve
  • The necessary skills and capabilities of a trustee
  • Corporate and professional trustees
  • Trustee indemnification
  • Accountings, releases and other trustee protections

This is an intermediate level course and some estate planning experience is assumed.

BRYAN D. KIRK

BRYAN D. KIRK

BRYAN D. KIRK is a senior trusts and estates advisor for Fiduciary Trust, where he provides guidance on all aspects of estate planning and trust and estate administration. Mr. Kirk has broad experience in multi-generational asset management and transfer planning, including estate, gift, generation-skipping transfer and income tax planning, charitable giving, philanthropy, real property matters and complex assets, such as private equity and debt. Before joining Fiduciary Trust, he was a partner with Botto Law Group LLP in San Francisco where he worked for nine years. Mr. Kirk earned his law degree from University of California, Berkeley, and graduated cum laude from Claremont McKenna College with a Bachelor of Arts degree in Literature and Government.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Month April
PRACTICE AREA Estate Planning
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
By Month April
PRACTICE AREA Estate Planning