Name: Selecting a Trustee: Legal Duties & Ethical Responsibilities
Price: 140 CAD
Rating: 4.6 (16 reviews)

What You'll Learn

check_circleIdentify the legal duties and ethical responsibilities of a trustee.

check_circleUnderstand the importance of transparency, accountability, and conflict avoidance in trust administration.

check_circleLearn how to evaluate potential trustees based on their experience, qualifications, and communication skills.

check_circleExplore best practices for maintaining accurate records and documentation.

check_circleGain insights into effective communication strategies for building trust with beneficiaries.

check_circleDiscover the role of technology in streamlining trust administration.

About This Course

This course, "Selecting a Trustee: Legal Duties & Ethical Responsibilities," explores the crucial role of trustees in estate planning and administration, providing a comprehensive understanding of their legal duties, ethical responsibilities, and best practices. The course covers key topics such as:

Understanding the fiduciary duties of trustees, including loyalty, care, and prudence.
Avoiding conflicts of interest, self-dealing, and beneficiary exploitation.
Effectively communicating with beneficiaries and maintaining accurate records.
Navigating the legal landscape of estate planning, including tax implications and estate administration.
Understanding the importance of technology in estate planning and trust administration.
Selecting the right trustee, considering their experience, qualifications, and compatibility with the client's goals.
Understanding the client's perspective and addressing their needs and wishes.
Best practices for trustees, including record-keeping, communication, and conflict resolution.
Succession planning and transitioning trust responsibilities to a successor trustee.

This course equips you with the knowledge and skills necessary to confidently select and work with a trustee, ensuring the smooth and ethical administration of your estate plan and the fulfillment of your wishes.

Your Instructors

CLE for Me

Empowering Legal Professionals, One Hour at a Time

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star3,141 reviews

CLE for Me provides innovative, accessible, and engaging Continuing Legal Education designed to meet the needs of today’s busy legal professionals. With a focus on practical insights, emerging trends, and compliance requirements, we deliver courses that are as impactful as they are convenient. Our expert-led programs empower attorneys to stay informed, enhance their skills, and excel in their practice—all at their own pace.

Kelli Richardson

Staff Attorney for Cherokee County Court System

Kelli Richardson is a graduate from Emory University with a Bachelor of Arts degree in Political Science and Journalism. She earned her Juris Doctorate from Mercer University School of Law with a certificate in Advanced Legal Research, Writing, and Drafting. Kelli Richardson is a member of the Young Lawyers Division of the Georgia Bar Association, the Georgia Association of Black Women Attorneys, the Cherokee County Bar Association, Junior League, and Gates City Bar Association.

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

Selecting a Trustee: Legal Duties & Ethical Responsibilities

What You'll Learn

About This Course

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