Attorney Suzanne Sayward and Maria Baler will be attending the Norfolk & Plymouth Estate and Business Planning Council event, Hitching The Estate Plan Wagon To The Right Horse.

Who Should Be The Trustee?

This session will focus on how advisors can best counsel their clients on naming the appropriate trustee. We will discuss the various options available along with the pros and cons of each type of fiduciary. The impact of the decision in the Bank of America, N.A., Trustee vs. Commissioner of Revenue case will also be reviewed. Participants should feel free to bring their questions and current client issues relating to trustee selection to the session.

Come join the conversation! A light breakfast will be provided

Get In, have a great round table discussion, get back on your way!

$15 Charge to NPEPC Members, seating is limited. Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members can attend at a $30 fee.