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Trustees: Counseling Clients About Individual and Institutional Alternatives (Teleseminar)
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Trustees: Counseling Clients About Individual and Institutional Alternatives (Teleseminar)

1 CLE hour

When: 06/29/2015
1:00 PM to 2:00 PM
Contact: (404) 521-0781

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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

Trustees: Counseling Clients About Individual and Institutional Alternatives - 1 CLE hour

Choosing the right trustee can often spell the difference between successfully effectuating the will of your client or exposing the trust to dispute and potential litigation.  But counseling clients about trustees is not binary choice an institutional service or an individual. Trustee selection is a sophisticated tradeoff of benefits and flexibility versus risks and costs, most of which factors change depending on the type of trust involved.  Administering a life trust is unlike administering a Special Needs Trust or an Irrevocable Life Insurance Trust.  Special considerations go into the selection of each type of trust, which, if overlooked, may hamper the trust or even cause it to fail. This program will provide you with a practical guide to counseling clients about the multifaceted considerations of choosing trustees for different types trusts.

Counseling clients about trustee selection depending on the type of trust involved 
Institutional v. family member v. third-party individual trustees v. co-trustees – benefits and risks 
Special issues involved in Special Needs Trusts (SNTs) and life trusts
Administering Irrevocable Life Insurance Trusts (ILITs) and common traps
Practical and economic limits of trustees for small trusts
Lawyers as fiduciaries – conflicts of interest and other considerations
Relationship of executors and trustees – and defining the relationship of each
Paid v. unpaid executors, heirs as executors v. non-heirs


William Kalish
is a partner in the Tampa office of Akerman, LLP.  His practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. He also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce.  He is a Fellow of the American College of Tax Counsel, formerly served as chair of ABA Tax Section, and has served as an Adjunct Professor of Law at Stetson Law School teaching estate planning.  Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.

Ryan Beadle is an attorney in the Naples, Florida office of Akerman, LLP, where he counsels individuals and families in sophisticated domestic and international estate planning, life insurance planning, trust and estate settlement, and generation skipping transfer tax planning. He also assists individuals with ownership and succession issues related to investments in real property through the use of closely held and family business entities, as well as the transfer of family homes through the creation and administration of qualified personal residence trusts.  Mr. Beadle earned his B.A. from Michigan State University, his J.D. from Stetson University College of Law, and his LL.M. in taxation from the University of Miami School of Law.


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