PNC Cannon Estate Planning Teleconference: Dealing with a "Bad" Trustee - 11/16

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 

Dealing with a “Bad” Trustee
 
Tuesday, November 16, 2021
12:00 pm – 1:00 pm
Streaming access is available
 

Summary of Teleconference:
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary.  The Trustee’s shortcomings may result from his or her having insufficient trust administrative expertise and/or a confrontational attitude towards one or more of the beneficiaries.  Depending on the nature and extent of the Trustee’s deficiencies, resolving the situation may prove difficult.  Consideration to be discussed in this teleconference include:

Speakers will address:

  • Determining Whether One or More Breaches of Fiduciary Duty Have Been Committed

  • How to Proceed if No Actionable Breach of Duty Has Occurred

  • Possible Options for Improving Quality of Administration or Relationship With Beneficiaries

  • Removal and Replacement of Trustee



Register for the teleconference by sending an email to jennifer.julius@pnc.com.

Streaming information, as well as the teleconference material, will be sent to you by return email.


Earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.


Jennifer Julius
Administrative Assistant

PNC Private Bank
301 SW Adams
Peoria, IL61602
(P) 309-655-5484 (F) 309-655-5885
jennifer.julius@pnc.com

Sarah Croft