Norfolk & Plymouth Estate and Business Planning Council

 

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  • Hitching The Estate Plan Wagon To The Right Horse: Who Should Be The Trustee? - NPEPC Breakfast Round Table Discussion

Hitching The Estate Plan Wagon To The Right Horse: Who Should Be The Trustee? - NPEPC Breakfast Round Table Discussion

  • 12/10/2019
  • 8:30 AM - 10:00 AM (EST)
  • The Adams Conference Room, Suite 221, 50 Braintree Hill Office Park, Braintree, MA
  • 6

Registration

  • NPEPC Members can bring one guest free to an event but the Member must register the guest. Please email hello@npepc.org or call Headquarters 617.285.2845 for the Registration code

Register

NPEPC is excited to announce to Members...

NPEPC Breakfast Round Table Discussion 

Our Moderator will be:  Sarah M. Allen

Shareholder and Director of Rice, Heard & Bigelow

Our topic will be: 

Hitching The Estate Plan Wagon To The Right Horse:

Who Should Be The Trustee?

This session will focus on how advisors can best counsel their clients on naming the appropriate trustee. We will discuss the various options available along with the pros and cons of each type of fiduciary. The impact of the decision in the Bank of America, N.A., Trustee vs. Commissioner of Revenue case will also be reviewed. Participants should feel free to bring their questions and current client issues relating to trustee selection to the session.

Come join the conversation! A light breakfast will be provided

Get In, have a great round table discussion, get back on your way! 

$15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.


Norfolk & Plymouth Business and Estate Planning Council


617.285.2845

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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