Seemingly routine boilerplate language can create unintended fiduciary exposure, administrative inefficiencies, or beneficiary disputes. This session examines those risks and offers practical guidance on counseling clients through fiduciary selections and distribution decisions to help ensure estate plans operate as intended.
Originally presented as part of Estate Planning Short Course 2026.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Expires 5/1/2028
Seemingly routine boilerplate language can create unintended fiduciary exposure, administrative inefficiencies, or beneficiary disputes. This session examines those risks and offers practical guidance on counseling clients through fiduciary selections and distribution decisions to help ensure estate plans operate as intended.
Lucy D. Bickford, CIBC Private Wealth, Chicago
