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Product Details
Do You Trust Your Trust Review Process? Part 1

Do You Trust Your Trust Review Process? Part 1

Free

In Stock

1.00 CLE
All Regions
OnDemand Programs

Description

Ideal for practitioners who seek a greater understanding of trusts and trust administration. 1.00 CLE in Ill. and 1.00 CLE applied for in Wis.

  • Description

This program is ideal for beginner and intermediate-level practitioners seeking a greater understanding of legal principles related to trusts and trust administration. It is particularly valuable for those looking to refine their skills in reviewing trusts within the context of real estate transactions.

Our speaker will cover these topics:
  • Role of the trustee as a fiduciary
  • Scope and limitations of a trustee’s authority
  • Nuts and bolds overview of different types of trusts and their key components
  • Purpose and significance of a Certification of Trust

Speaker Information

Andrew Thompson - Advocus Underwriting Counsel
Moderator: Arden K. Miner, Vice President - Compliance Counsel, and Director of Legal Education, Chicago, Illinois
 
Program Material
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