This webinar entitled “Not Your Grandfather’s Corporate Trustee: Modern Trust Laws and the Resurgence of the Corporate Trustee” was originally produced on November 18, 2014. We hope you enjoy the full recording and additional materials below. This webinar was hosted by David Warren, President and CEO with Bridgeford Trust Company, and Tyler Wenger from McKonly & Asbury.
The presentation examined the resurgence of corporate trustees in the wealth planning process in the context of modern trust laws and situs selection. The webinar specifically considered the following areas:
- Discussed the differences between corporate and individual trustees, the individual trustee bias among some advisors, and what planners should consider in making recommendations in the planning process.
- Examined modern trust laws such as directed trusts, asset protection, decanting, and the trust protector concepts and how they have enhanced the relevancy and power of using corporate trustees in the wealth planning process, particularly for high net worth individuals.
- Discussed important factors to consider when selecting a corporate trustee such as situs selection, independence, and fees.
Watch the presentation, view the slides or listen to a recording of the presentation below.
Download the audio file as an MP3
Click here to download
This free, hour-long webinar took place on Tuesday, November 18 at 2:00 p.m. EST. Free CPE credits were available. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. There was no quiz and no exam. This webinar qualified as live CPE and was not considered self-study. No prerequisites were necessary for this webinar and the program level is basic / introductory.
