AICPA Personal Financial Planning Conference - Becoming a Trustee

January 19, 2015

Daniel S. Rubin

Bellagio Hotel
3600 S Las Vegas Blvd
Las Vegas, NV 89109

Daniel S. Rubin will be presenting "So You Want to Be a Trustee?" at the AICPA Personal Financial Planning Conference at 3:00 - 4:15 PM, 1/19/15.  
Financial advisors consider it an honor when asked by a client to become a trustee. The request conveys a level of trust.  It also conveys a belief by the client that the advisor is the person best able to manage a fund for the benefit of his or her loved ones. And, being a trustee can be lucrative, since trustees are generally compensated based upon the size of the trust fund. But accepting a trusteeship also conveys substantial duties as well as risks.  A proper understanding of the role of trustee, therefore, and best practices for managing trustee duties, are vital before one can intelligently say that one does, indeed, want to be a trustee.
Additionally, Dan will participate in a panel on Recent Developments and Best Planning Ideas at 5:00 - 6:15 PM, 1/20/15.  The discussion will focus on ideas and strategies professionals can use in personal financial planning, tax and estate planning and retirement planning.

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