By NATC Contributor | December 1, 2020
Reading and understanding the terms of a will or trust instrument is a vital part of a fiduciary’s role. From the synopsis of key provisions to the distribution language and terminology to state law issues, we all need to be able to see the obvious and identify the nuances that are expressed in the primary estate plan documents that govern our administration of estates and trusts. This webinar discusses:
• Basic construction of typical documents
• Key clauses to look for
• Issues to be aware of under state law
• New definitions with old language, standard terminology
One of our Trusted Advisors can help you determine through trusted service what would work in the best interest of your clients when discussing their documents. You are your client’s Trusted Advisor, and we are your Trusted Advisor.
Contact one of our Trust Consultants now for trusted guidance in trust services.
Schedule a consultation HERE