Choices, Choices: How to Choose a Trustee
Program
4:00pm – 5:30pm
Hosted Roundtable Discussion Immediately Following Program
RESERVATIONS
Register by signing up HERE
by Friday, October 16th
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it here.
About the program
Your clients’ selection of their Fiduciaries to administer their deaths is one of their most important decisions. Because each administration is unique in terms of the family dynamics, size of the estate, and types of assets, you may have clients who face a difficult decision when naming a successor trustee or choosing between their children and a corporate trustee. After administering hundreds of trusts, Kristin will discuss the pros and cons of each type of trustee. She will also share her experiences of working with a variety of individual, professional, private fiduciaries, and corporate trustees. And she will talk about the benefits of trust protectors and flexibility of directed trusts.
About Kristin Yokomoto
Kristin Yokomoto is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Her practice focuses on estate planning, trust administration, and probate. Kristin has been practicing for over twenty years and has a background in business litigation, venture capital transactions, and mergers and acquisitions. She is the California Forum Leader of WealthCounsel, LLC, a national organization of estate planning lawyers, Secretary of the Orange County Bar Association Professionalism and Ethics Committee, and the Former Chair of STEP Orange County, a branch of an international organization of wealth transfer professionals. She is also a Member of the California Lawyers Association Trusts and Estates Section and Orange County Bar Association Trusts and Estates Section. Kristin earned her Bachelor of Arts in Economics from the University of California Santa Barbara, Master of Business Administration from the University of Arizona, Juris Doctor from the University of Arizona School of Law, Master of Laws in Taxation from San Diego University School of Law, and a second Master of Laws in Taxation from Chapman University School of Law.
Online experience includes:
- Live question and answer
- Real-time polling
- Open chat forum to connect with colleagues
- SAEPC members get access to recordings of 2020-2021 Zoom presentations
RESERVATIONS
Members Register by signing up HERE
Non Members please use the registration link below to pay prior to registering
by Friday, October 16th
You will be sent a return email confirmation.
https://us02web.zoom.us/meeting/register/tZErceiopzwpG9UYcod-WBhn6bIe2Pr-kvRK
