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Trustee Best Practices

This program covers trustee best practices from the basics of the fiduciary relationship through complicated scenarios like excessive beneficiary demands.

 

1.5 hours MCLE Credit

 

What do you do when a beneficiary demands more than they are entitled to? How do you balance the needs of a current income beneficiary and principal remainder men? How can you make sure you fulfill the requirements of the prudent investor rule?  This presentation answers these questions and more.  From the basics of the fiduciary relationship through the more complicated scenarios trustees inevitably encounter, Bryan Kirk from Fiduciary Trust International of California discusses:

  • Basics of the fiduciary relationship:
        Trust instrument, trustor, trustee, property, beneficiary
  • Prudent Investor Rule
  • Distributions
  • Taxes and other inevitable entanglements

This program is appropriate for all levels.

On Demand ES59814-191

Live program recorded 12/12/17.

 

If you are signed in and a CLE Passport holder, your adjusted cost appears below.

$ 99.00

What do you do when a beneficiary demands more than they are entitled to? How do you balance the needs of a current income beneficiary and principal remainder men? How can you make sure you fulfill the requirements of the prudent investor rule?  This presentation answers these questions and more.  From the basics of the fiduciary relationship through the more complicated scenarios trustees inevitably encounter, Bryan Kirk from Fiduciary Trust International of California discusses:

  • Basics of the fiduciary relationship:
        Trust instrument, trustor, trustee, property, beneficiary
  • Prudent Investor Rule
  • Distributions
  • Taxes and other inevitable entanglements

This program is appropriate for all levels.

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
SUBTOPICS General Interest
By Month December 2017
PRACTICE AREA Estate Planning
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
SUBTOPICS General Interest
By Month December 2017
PRACTICE AREA Estate Planning