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Products tagged with 'professional trustee'

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Drafting, Understanding and Enforcing Trustee Compensation

P9004-19E-09
Explore the scope of a trustee’s role and compensation, including the foundational legal standards governing trustee compensation. In particular, examine the boundaries in enforcing compensation standards, state law variations, tips for drafting, and unique legal and practical issues that may arise in the course of a trust’s administration.
$80.00

Fiduciary Duties and Fiduciary Succession Issues Under the Illinois Trust Code

P1916-19E-07
Learn whether the Illinois Trust Code imposes new fiduciary duties on trustees or changes any of the existing fiduciary duties and how the Illinois Trust Code addresses trustee resignation, removals, and vacancies, as well as the rights and obligations of a trustee who resigns or is removed.
$30.00

Illinois Trust Code: What’s Changed, What’s the Same and How Uniform is It?

H8073-20E
Learn about the impact of the Illinois Trust Code on trustees and beneficiaries and on the preparation of trust agreements.
$80.00

Notice and Accounting to Beneficiaries Under the Illinois Trust Code

P1916-19E-04
Learn which beneficiaries are entitled to receive accountings and copies of the trust instrument under the Illinois Trust Code. Get details about which trusts the rules apply to, whether the grantor can change these rights in the trust instrument, and what other information the trustee is required to provide to beneficiaries.
$30.00

Pros & Cons of Using a Professional Trustee

P9016-20E-04
One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration. Learn about important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel clients to make informed choices when crafting an estate plan and choosing a trustee.
$60.00

Prudent Investor Rule and Irrevocable Life Insurance Trusts Under the Illinois Trust Code

P1916-19E-08
Explore modernizing updates to the familiar Prudent Investor Rule, including consideration of environmental, social and corporate governance factors in prudent investment. Also learn more about modifications to the duties of trustees in the administration of life insurance trusts.
$30.00
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