Trustee Selection with Elville and Associates


WHEN
Tuesday, September 11, 2018 from 11:45 AM to 1:00 PM EDT
*Lunch will be provided 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044
 
CONNECT WITH BWFA
 
 
CONNECT WITH
ELVILLE & ASSOCIATES
 
Greetings!

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”
TOPICS WILL INCLUDE:
  • What is a Trustee and what are their responsibilities?
  • Types of trustees and their characteristics- advantages an 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?
PRESENTERS:
Townsend Hornor, Jr.Managing Director, Wealth Management BWFA
Steve Elville, Esq.  Principal
Elville and Associates
We look forward to seeing you there!
Sincerely,

Robert Carpenter 
President and CEO
 
For questions or help registering please contact,
Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900