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Provided by: Lorman Education Services Convergence of Estate Planning, Trust Administration and Financial Advice |
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Training
Provided by Lorman Education Services
nIn the current volatile and uncertain economic climate, estate planning advisors and their clients need to re-examine conventional estate planning wisdom, better understand how fiduciary performance will be tested and evaluated, and more carefully assess the perceived benefits and actual risks of a variety of investment types within planning structures.
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Convergence of Estate Planning, Trust Administration and Financial Advice
Agenda
- Modern Portfolio Theory, the Prudent Investor Standards and Trustee Investment Duties
- Modern Portfolio Theory
- Modern Portfolio Theory Translated to Trust Investments
- Prudent Investor Standards
- Duty to Diversify
- Duty to Delegate
- Effects of Adverse Economic Trends on Various Estate Plan Structures
- Impact of Interest Rates on Estate and Charitable Planning
- Underwater GRATS and Sales to Intentionally Defective Grantor Trusts
- Impact of Declining House Values on QPRTs
- Valuation and Discount Issues in a Declining Market
- Issues With Counter-Cyclical Investments (Hedge Funds, Private Equity)
- Hesitancy to Plan and Hesitancy to Update or Reform Plans in Light of Uncertainty
- Liability Issues
- Trustee Failure to Diversify, Even Where Trust Instrument Permits Concentration and Provides Indemnification
- Attorney and Other Advisor Exposure When Good Plans Go Bad
- Documenting Investment Policies and Trustee Decision-Making
- Documenting Risk Assessment in Planning Advice
- Other Liability Issues
About The Training Provider: Lorman Education Services
Lorman Education Services - Lorman Education is dedicated to providing cost-effective training opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies.
Please use Priority Code 16175 when registering.
Lorman Education Services began offering continuing education seminars in 1987.
Lorman Education is dedicated to providing cost-effective training opportunities that...
