A deep dive into the special considerations that arise when beneficiaries cannot represent themselves in trust or estate matters. This session examines applicable statutory frameworks, fiduciary responsibilities, and practical planning techniques for administration, modification, and distributions, with a focus on drafting estate plan provisions that anticipate and effectively address these circumstances.
Originally presented as part of Estate Planning Short Course 2026.
Credits: 1.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Expires 5/1/2028
A deep dive into the special considerations that arise when beneficiaries cannot represent themselves in trust or estate matters. This session examines applicable statutory frameworks, fiduciary responsibilities, and practical planning techniques for administration, modification, and distributions, with a focus on drafting estate plan provisions that anticipate and effectively address these circumstances.
Alec B. Covey, Northern Trust,Chicago
Katherine Marshall, Northern Trust,Chicago