Conference Materials

2023

Irrevocable Trust Administration: Avoiding Risk from Start to Finish

Tuesday, May 2, 2023 11:45 AM - 12:45 PM

Speaker

Kathryn Van Eeuwen

Session Description

From the point of consideration of opening a new irrevocable trust account; through the ongoing administration; to account termination; we will examine the potential sources of risk and discuss ways to avoid or limit a firm’s exposure.

Session Material

Session Material