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


PRESENTERS:

Townsend Hornor, Jr.
Managing Director,
Wealth Management, BWFA

Steve Elville, Esq. 
Principal
Elville and Associates


WHEN
Thursday, October 15, 2020 from 11:45 AM to 1:00 PM EDT
WHERE
Webinar
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?
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

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