Washington MCLE - All Courses
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Investment Strategies for Trusts
Investing trust assets requires a trustee to consider and balance several factors to carry out the trust purpose in the best interests of its beneficiaries. They must also comply with legal principles that affect how the assets are to be managed in the absence of specific guidance in the trust documents. For example, the Uniform Prudent Investor Act, which has been adopted by many states, requires trustees to follow certain rules when investing trust assets. Our panelists will review t... More Info
$501Law & Legal Proc. -
Unequal Inheritances: A Final Parental Communication
A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, are the dispositive provisions. What are dispositive provisions? How do they impact the planning of a will or revocable trust? Should they be equal or fair? This CLE course will address all of these issues and discuss factors to consider when helping your client with this determination. More Info
$501Law & Legal Proc.