Keep Your Client Out of Hot Water - Best Practices for Advising Trustees and Agents

Providing your trustee/agent client with clear and concrete instructions on how to administer the finances is critical to keeping everyone out of trouble. Learn about the top mistakes trustees and agents make in managing the money, the key components of good written instructions, and how best to keep your clients on the straight and narrow.
Originally presented as part of Elder Law Short Course 2025.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9007-25R-10A

$65.00 or 1.00 credits

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Expires 9/1/2027

Providing your trustee/agent client with clear and concrete instructions on how to administer the finances is critical to keeping everyone out of trouble. Learn about the top mistakes trustees and agents make in managing the money, the key components of good written instructions, and how best to keep your clients on the straight and narrow.
J. Amber Drew, Clingen Callow & McLean, LLC , Lisle

Overview
Specifications

Expires 9/1/2027

Providing your trustee/agent client with clear and concrete instructions on how to administer the finances is critical to keeping everyone out of trouble. Learn about the top mistakes trustees and agents make in managing the money, the key components of good written instructions, and how best to keep your clients on the straight and narrow.
J. Amber Drew, Clingen Callow & McLean, LLC , Lisle

Products specifications

Category	Elder Law
Program Date	09/19/25

Products specifications

Category	Elder Law
Program Date	09/19/25

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