Part 3 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 planning. The topics are as follows:
- 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.
- 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.
- Delegation Not Dereliction of (Trustee) 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.)