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