Gain an understanding of Article 3 representation.
Representation simply means when you have a situation when you are trying to bind a beneficiary, but you don’t want the beneficiary to be made aware of what is happening, typically on the settlor’s behalf. This video discusses the concept of representation and discusses the creation and validity of trustee duties and responsibilities.
Agenda
Faculty
Tereina Stidd, J.D., LL.M.
American Academy of Estate Planning Attorneys, Inc.
- Director of Education at the American Academy of Estate Planning Attorneys, a national organization dedicated to promoting excellence in estate planning
- Co-Author Chapter 6 Homestead in Basic Estate Planning in Florida, 6th-11th ed., published by the Florida Bar
- Member of the Tax and Real Property, Probate, and Trust Law Sections of the Florida Bar
- J.D. degree, the Claude W. Petit College of Law at Ohio Northern University; LL.M. degree in taxation, the University of Miami School of Law; B.A. degree in political science, cum laude, St. Bonaventure University
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