Many estate planning attorneys are not aware of the impact of their documents downstream, after their client has either died or has become incapacitated permanently or temporarily. This presentation will address the top 10 of the most troublesome provisions or estate planning strategies that cause significant administrative difficulties for the named fiduciaries (trustees, Agents under POAs, or Health Care Surrogates) when trying to assist their clients. These 10 issues will be discussed in detail outlining the specific challenges and possible drafting solutions to avoid these issues. We will also alert fiduciaries to provisions that they should look for and avoid. This is a “don’t miss” presentation that fiduciaries can learn from and also utilize as an educational tool for their colleagues and referral sources.
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Professional Fiduciary Council of Florida PO Box 430 St. Petersburg, FL 33731 727-350-4049
