CLE on Selecting a Professional Fiduciary as a Successor Trustee

When it comes to nominating a successor trustee there are usually four main groups that people regularly turn to – family members, friends, corporate trustees – and more recently, professional fiduciaries. But what exactly does a professional fiduciary do?

Licensed Professional Fiduciary

A professional fiduciary serves the client’s best interest by acting as a trustee, agent under a durable power of attorney for health care, or agent under a durable power of attorney for finances.

In this CLE course, Marguerite Lorenze and Adam Sherry provide their insight and guidance on selecting a professional fiduciary as a successor trustee. The main points of discussion include: working with professional fiduciaries, doing your due diligence, interacting with the client and corporate trustees vs. private fiduciaries. To access the course please click here: Selecting a Professional Fiduciary as a Successor Trustee.

Additionally, Marguerite and Adam also cover:

  • Resources for attorneys
  • The power of attorney
  • Agent for health care
  • Meeting & communicating with the client
  • Advising clients
  • Trust provisions
  • Improving the client’s life
  • Focusing on the quality of life
  • Key provisions
  • The role of the corporate trustee
  • Putting the client’s interest first

Marguerite is a professional Trustee and Executor and frequent speaker on a variety of Estate Planning topics. Adam L. Sherry specializes in estate planning and probate and trust administration.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.