The area of trust administration is rife with potential liabilities for trustees. Beneficiaries are suing trustees in record numbers. Explore the Pennsylvania statutory provisions governing trust administration including trustee investment standards, principal and income rules, and general fiduciary duties of a trustee. Gain a more solid understanding and learn how to more effectively manage the risks associated with trust administration. Learn how the Pennsylvania Uniform Trust Act can be used to modify trust and solve problems faced by trustees.
Agenda
Faculty
Patti S. Spencer, Esq.
Spencer Law Firm
- Founder of Spencer Law firm practicing law for 35 years
- Practice focuses on estate planning, probate, trusts, taxation, and closely-held business issues
- Prior head of the Personal Patti S. Spencer, Esq.
- Founder of Spencer Law firm practicing law for 35 years
- Practice focuses on estate planning, probate, trusts, taxation, and closely-held business issues
- Prior head of the Personal Trust Department at a regional bank in Pennsylvania
- Named a Top 50 Business Women in 2000 and elected as a fellow to the American College of Probate and Trust Counsel
- J.D. and LL.M degrees, Boston University School of Law; graduate, summa cum laude, Dickinson CollegeTrust Department at a regional bank in Pennsylvania
- Named a Top 50 Business Women in 2000 and elected as a fellow to the American College of Probate and Trust Counsel
- J.D. and LL.M degrees, Boston University School of Law; graduate, summa cum laude, Dickinson College
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