fbpx

WEBINAR – Estate Planning: Trustee Selection w/ Elville and 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”.
 
Webinar
Tuesday, May 11, 2021 from 11:45 AM to 1:00 PM EDT
TOPICS WILL INCLUDE:
  • What is a Trustee and what are their responsibilities?
  • Types of trustees and their characteristics – advantages and 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:
Managing Director,
Wealth Management, BWFA
Principal,
Elville and Associates
We hope you can join us!
Sincerely,


Robert Carpenter
President and CEO

For questions or help registering please contact,

Cortney Caronna | Client Associate | BWFA | emailus@bwfa.com | 410-461-3900

CONNECT WITH US