This program provides insight from a corporate fiduciary’s perspective on one of the most overlooked yet most common asset class in a probate or trust administration. While this asset class is typically not a large percentage of the gross estate, it can require a substantial amount of time in its administration as well as provide for significant risk to the fiduciary. Drafting considerations will be discussed so that planners can work to manage that risk and cost of administration.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Kathleen May Yoder and Kristen A. Stake, Fifth Third Bank