eCourse
Drafting for the Trustee in a Challenging Environment
Contains material from Sep 2023
Drafting for the Trustee in a Challenging Environment
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Explore 20 drafting ideas to help the trustee in the administration of a trust and to minimize their liability. The materials include “Trustee Boot Camp: A Checklist for New Trustees.”
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.50 | 0.50 ethics
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 10/31/2024
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Drafting for the Trustee in a Challenging Environment (Sep 2023)
Dave Folz, Sarah Patel Pacheco
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0.50
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0.50 | 0.50 ethics
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Session 1
—30 mins
0.50 | 0.50 ethics
Drafting for the Trustee in a Challenging Environment (Sep 2023)
Explore 20 drafting ideas to help the trustee in the administration of a trust and to minimize their liability. The materials include “Trustee Boot Camp: A Checklist for New Trustees.”
Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference
Dave Folz,
Trust Counselor LLC - Dallas, TX
Sarah Patel Pacheco,
Jackson Walker LLP - Houston, TX