WEBINAR – Estate Planning: Trustee Selection w/ Elville and Associates


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”.
Thursday, March 17, 2022 from 11:45 AM to 1:00 PM EDT
  • 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?
Managing Director, Wealth Management
& Executive Manager, BWFA
Managing Principal,
Elville and Associates
We hope you can join us!

Robert Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,
Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please contact us using emailus@bwfa.com.
View and signup for Upcoming Webinars at the link below.