Ways to Lighten the Trustee Burden

Part 2 of the 3-Part CapitalRock-Oakstone Webinar Trust & Estate Planning Series

CapitalRock Investments and Oakstone Law recently collaborated on a 3-part webinar series examining various aspects of trusts with respect to estate trust-estate-planning-webinar-seriesplanning. The topics are as follows:

  1. Do You Hate Your Trust Now? This session explored various tools and alternatives for dealing with a trust that may no longer be meeting your estate planning goals.
  2. Ways to Lighten the Trustee Burden. This session explored the trustee’s numerous duties, the tensions those duties can cause among trust beneficiaries, and how to arm your trustee with the tools to avoid conflicts.
  3. Delegation Not Dereliction of Duties. This session explored the various ways a trustee can build a team to help ensure your trust has all the necessary expertise AND help reduce liability exposure.


(If you can’t see the video, click on Continue Reading to go to it.)


Ways to Lighten the Trustee Burden

Part 2 of the 3-Part CapitalRock-Oakstone Webinar Trust & Estate Planning Series



About Oakstone Law, PL

Oakstone Law PL was founded by Bob Kleinknecht. A member of the Family Trust Subcommittee, the Estate Tax & Trust Planning (ETTP) Committee and the Real Property, Probate & Trust Law (RPPTL) Section of the Florida Bar, Kleinknecht has 15 years’ experience.

Prior to founding Oakstone law, he spent more than eight years serving as a personal, in-house estate, tax and charitable planning attorney for a Forbes 400 family in New York and Florida. Before that he was an estate planning and estate settlement attorney with prominent firms in Boston and Washington, D.C. after beginning his career with a boutique firm in Naples, Florida.

Licensed in Florida and Massachusetts, Kleinknecht has developed a practice model that eliminates billing by the hour and offers a streamlined, customized client process supported by technology, security and a personal approach.

For more information on Oakstone Law, click here. To get in touch with us, click here to send us an email, or call 239-206-3454. Our office is located at 5137 Castello Drive, Suite 2 in Naples, Florida 34103.

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Oakstone Law
1415 Panther Lane, Suite 439
Naples, Florida 34109
Tel: 239.206.3454