In Anticipation of Dysfunction- Planning for the Difficult Beneficiary
February 8, 2021 from 12:00 – 1:00 pm Zoom Meeting Only
In Anticipation of Dysfunction- Planning for the Difficult Beneficiary
About the program
This program will discuss anticipating the difficulty beneficiaries and the various ways to address trust administration solutions for dealing with the difficult beneficiary and protect the trustee, the trust and be beneficiary.
About the Speaker
Kathleen R. Sherby – link to bio
Reservation Policy
All attendees are required to register in advance. Webinar Group - Members $12 and $25 for guests. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE, CFP, L&H Insurance
EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Complaint resolution policy: please note your problem in the speaker evaluation.
CPE Information for CPAs
CPE Learning Objectives
Identify the potential difficult beneficiary
Identify the possible solutions in dealing with the difficult beneficiary and identify terms to include in trusts to best manage trust for difficult beneficiaries
Determine content desired for trusts. Determine ancillary documents.
Delivery Method: Live
Earn 1 CPE Credits for this session.
Field of Study: Specialized knowledge.
Program: Intermediate
Prerequisites: There are no prerequisites or advanced preparation for this session.
Who should attend: Everyone at all levels
A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
CFP Learning Objectives
Identify the potential difficult beneficiary
Identify the possible solutions in dealing with the difficult beneficiary and identify terms to include in trusts to best manage trust for difficult beneficiaries
Determine content desired for trusts. Determine ancillary documents.
Level of Complexity: Overview
Click HERE for the EPCSTL New Member Application
