TWIN CITIES ESTATE PLANNING COUNCIL

Trustees in Action: Challenges, Compliance, and Fiduciary Excellence
Panelists: Julie Westbrock, JD | Katie Kranz, JD, AEP, CTFA | Marcus Urlaub, JD
Moderator: Natalie A Roberts, J.D., LL.M. in Taxation

The Trustee Panel of Experts Program is a premier forum designed for professionals involved in trust creation and administration. The panel consists of corporate and individual trustees who will discuss common challenges in trust administration, offering practical strategies and insights. This program is an invaluable resource for trustees, lawyers who draft trust instruments, and others involved in estate planning, who must anticipate problems, mitigate risks, and provide the highest level of service in trust administration.

Learning Objectives
By attending this session, attendees will learn about:

• Some of the duties of Trustees and the challenges Trustees face in satisfying conflicting duties.
• The considerations involved in choosing a Trustee, and whether to select a corporate or individual Trustee.
• Some of the difficult situations the panelists have faced and how the panelists addressed those issues.
• Interesting questions pertaining to the terms of trust instruments.

Registration, Networking, and Breakfast Buffet: 7:30 am
Presentation Begins: 8:00 am
Program Ends: 9:00 am

Anticipated CE: 1 CFP®, 1 MN Insurance & 1 CLE Credit