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DTSTART:20210208T180000Z
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LOCATION:Zoom Web Conference - Link to be provided on Friday before the event
UID:2037520210208T180000ZIn Anticipation of Dysfunction- Planning for the Difficult Beneficiary
DTSTAMP:20260306T000010Z
DESCRIPTION:\nFebruary 8, 2021 from 12:00 – 1:00 pm Zoom Meeting Only\n \nIn Anticipation of Dysfunction- Planning for the Difficult Beneficiary\n \nAbout the program\n \nThis 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.\n \nAbout the Speaker\n \nKathleen R. Sherby – [link to bio](https://www.bclplaw.com/en-US/people/kathleen-r-sherby.html)\n \nReservation Policy\n \nAll 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. \n ------\n\n \nContinuing Education\n \nEPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE, CFP, L&H Insurance   \n \nEPCSTL 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.\n \nComplaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: [www.learningmarket.org](http://www.learningmarket.org/). Complaint resolution policy: please note your problem in the speaker evaluation.\n \nCPE Information for CPAs\n \nCPE Learning Objectives\n \nIdentify the potential difficult beneficiary\n \nIdentify the possible solutions in dealing with the difficult beneficiary and identify terms to include in trusts to best manage trust for difficult beneficiaries\n \nDetermine content desired for trusts. Determine ancillary documents.\n \nDelivery Method: Live\n \nEarn 1 CPE Credits for this session. \n        Field of Study: Specialized knowledge.\n        Program: Intermediate\n        Prerequisites: There are no prerequisites or advanced preparation for this session.\n        Who should attend: Everyone at all levels\n \nA certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.\n \nCFP Learning Objectives\n \nIdentify the potential difficult beneficiary\n \nIdentify the possible solutions in dealing with the difficult beneficiary and identify terms to include in trusts to best manage trust for difficult beneficiaries\n \nDetermine content desired for trusts. Determine ancillary documents.\n \n \n \nLevel of Complexity: Overview \n \n  \n ------\n\n \nClick [HERE](https://www.epcstlouis.org/members/application) for the EPCSTL New Member Application\n \n \n
SUMMARY:In Anticipation of Dysfunction- Planning for the Difficult Beneficiary - Estate Planning Council of St. Louis 
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