ICLE | Administer Trust with Incapacitated Settlor
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Administer Trust with Incapacitated Settlor
On-Demand Seminar (Posted 01/08/19) | Level: Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

Trust administration with an incapacitated settlor is different than a postdeath trust administration. Get expert advice on establishing incapacity and providing proper notice. Work with successor trustees and agents under a power of attorney. Determine when rules or terms of the trust will prevail.

Watch so you can:

  • Maximize capacity as necessary
  • Guide successor trustees
  • Identify signs of undue influence
  • Provide proper notice
Available Formats
Attend online at your convenience. Includes individual on-demand access to video recordings, written materials, and PowerPoints for three years.
Charlie Ofstein, David Sprague, and Joan Skrzyniarz talk about determining incapacity in a settlor....
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