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WEBINAR: Trustee Selection


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

JULY 18, 2024

11:45 AM – 1:00 PM

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:

THAD ISMART

CFP®, CEPS

Senior Financial Planner

STEPHEN R. ELVILLE, ESQ.

Managing Principal & Lead Attorney Elville and Associates

We hope you can join us!

Sincerely,

Robert G. Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering, please contact

Cortney Caronna, Marketing Associate | emailus@bwfa.com | 410-461-3900