WEBINAR – Estate Planning: Trustee Workshop with Gary Greenwald, Esq.


PRESENTERS:
TOWNSEND HORNOR, JR.
Managing Director, Wealth Management, BWFA

GARY GREENWALD, ESQ.
Principal, Law Offices of Gary Greenwald, P.C.
WHEN
Thursday, June 4, 2020 from 11:45 AM to 1:00 PM EDT
WHERE
Webinar
CONNECT WITH BWFA
 
Greetings! 

Baltimore-Washington Financial Advisors and Gary Greenwald, Esq. invite you to an interactive workshop on, “Choosing the Right Trustee for Your Estate”.
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