One of the most difficult tasks for the Trustee or Personal Representative can be communicating with the beneficiaries and setting expectations about the estate administration process. This can be especially hard if your fiduciary has never acted in this role before. Learn what information you should be communicating to your beneficiaries and how to guide your clients in their fiduciary roles.
Course Content
9:30 - 9:35 amTrust Roles: Grantor, Trustee and Beneficiary
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
9:35 - 9:40 am
Communication with Beneficiaries
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
9:40 - 9:55 am
Keeping the Beneficiaries Informed
Interest in the trust; Trust details; Trustee compensation
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
9:55 - 10:05 am
What to Expect as a Beneficiary
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
10:05 - 10:15 am
Accounting to Beneficiaries
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
10:15 - 10:25 am
Dealing with Difficult Beneficiaries
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
10:25 - 10:30 am
'Ask the Expert' Q&A Session and Key Takeaways
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
FacultyShani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
