Baltimore-Washington Financial Advisors and Elville and Associates invite you to an interactive workshop on, “Trustee Selection – How to Choose the Right One for You”.
WEBINAR
JULY 18, 2024
11:45 AM – 1:00 PM
Topics will include:
What is a Trustee and what are their responsibilities?
Types of trustees and their characteristics – advantages and disadvantages
The perfect Trustee – setting the benchmark for selection
Trustee selection – why is it so important?
Trustee succession and plan design – why so difficult, why so crucial?
Trustee roles in Wills and Trusts
What are some reasons to consider appointing a corporate trustee?
Why should you be concerned about “successor trustee risk”?
How can BWFA help with selecting a corporate trustee?
