"How to Draft Trust Provisions to Protect Trustees & Other Fiduciaries from Liability"

CLE Webinar

"How to Draft Trust Provisions to Protect Trustees and
Other Fiduciaries from Liability"

Presenter: Francis Burton Doyle, Esq., WealthPLAN

CLE: 1.5 (includes 1.5 legal ethics)

Course Description:
This 90-minute CLE webinar introduces and explains the importance of drafting express provisions into a trust document which specifically detail how the trust is to be administered!

Many practitioners believe that if a problem arises regarding the administration of the trust, they will be able to introduce evidence regarding the trustor's intent on the matter. Under California law there are significant limitations on the introduction of such extrinsic evidence. What are you doing right now to protect the trustees and other fiduciaries you represent? Our webinar covers the following topics:

  • The Limitations on Extrinsic Evidence
  • The Broad Range of Opportunity for Drafting Administrative Provisions
  • The "Uncle Joe Problem" & the Trustee's Standard of Care
  • The "Jewel in the Crown Problem" & the Prudent Investor Rule
  • The "Trustee's Purchase of a Trust Asset Problem"
  • The "Trustee Discretion Problem"
  • The "Trustee Delegation Problem"
  • The "Co-Trustee Authority Problem"
  • The "Co-Trustee Allocation of Duty & Responsibility Problem"
  • The "Co-Trustee Liability Problem"
  • The "Duty of Impartiality Problem"
  • How to Deal with Issues Posed by the "Principal & Income Act"
  • The "Trustee Exculpation Problem"
  • The "Trust Accounting Settlement Problem"

This CLE Legal Training Package includes the following:

1) A Video Recording (MP4-immediate download) of the Live Course Session
2) A PDF/immediate download of the PowerPoint slides which were reviewed and discussed in the Live Course Session3) A PDF/immediate download of the Comprehensive eStudy Guide materials and/or forms which also includes the CLE Course Evaluation and CLE Certificate of Attendance.

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Your CLE Instructor


Francis Burton Doyle, Esq.
Francis Burton Doyle, Esq.

Francis Burton Doyle, Esq., Founder of WealthPLAN

Attorney and founder of WealthPLAN, Frank Doyle brings over 30 years of experience in tax, estate planning, probate and trust administration. He is a Member of the State Bar of California and is certified by the California State Bar as a Certified Legal Specialist in Taxation Law and Probate, Estate Planning and Trust Law.


Frank is the co-founder of the Advanced Legal Training Institute and he is a frequent lecturer for the California Continuing Education of the Bar (CEB), National Business Institute (NBI) and Lorman Educational Seminars. He is a Professor of Law at Lincoln University School of Law where he teaches Real Property, Wills and Trusts and is a member of the Academic Standards Committee. In addition, Frank has recently received a Martindale-Hubbell® rating of AV®, which is the highest rating a lawyer can receive.

Mr. Doyle is a Member of the Board of Directors of the Santa Clara County Estate Planning Council and the Executive Board of the Silicon Valley Bar Association. He is the past president, Santa Clara County Estate Planning Council and the past chair of the Planning Committee for the annual Jerry A. Kasner Estate Planning Symposium at Santa Clara University, School of Law. Frank Doyle received his B. A. degree from Santa Clara University, his J. D. degree from the University of San Francisco Law School, and his M. S. in Taxation from Golden Gate University. Prior to founding WealthPLAN, Mr. Doyle was a shareholder at a large San Jose law firm where he specialized in tax and estate planning, trust administration and trust litigation.


CLE Webinar Curriculum


  CLE Webinar Recording
Available in days
days after you enroll
  CLE Webinar Handouts
Available in days
days after you enroll

Frequently Asked Questions


What is a CLE On Demand Webinar?
A CLE On Demand Webinar is a self-paced online program that allows you to earn continuing legal education credit at your convenience (24/7/365). Each CLE Webinar Package includes: • A Video Recording of the Live CLE Webinar Presentation (MP4) • A Copy of the PowerPoint Slides Used in the Presentation • A Copy of the CLE Course eStudy Guide which includes the Certificate Attendance and the Course Evaluation Form
When does the on-demand CLE webinar start and finish?
The CLE webinar starts now it is a completely self-paced online course -- you decide when you start and when you finish.
How long do I have access to the CLE On Demand Webinar?
After registering and purchasing the CLE webinar of your choice through Advanced Legal Training Institute, you will have immediate access to this CLE Webinar Package for as long as you like, across any and all devices that you own. All of our CLE On Demand Webinars allow for lifetime access upon purchase.
What if I am unhappy with the final CLE Webinar Package?
Each of our CLE products are digital online downloads which are delivered instantly once payment is received. We stand behind our products and your satisfaction with them is important to us. However, because the CLE Certificate of Attendance is part of our downloadable package and our legal educational products are digital goods delivered via Internet download, we generally offer no refunds. We also realize that an exceptional circumstance can occur and will be reviewed on a case-by-case basis. If you are unsatisfied with your online CLE purchase, contact us by email within 15 days of your original purchase and we will make every effort to locate another CLE On Demand Webinar/course in our CLE Online Legal Training Center that will meet your needs.
Can I share this course with my colleagues? Can multiple people be logged in to view the CLE On Demand Webinar at the same time?
No, unfortunately every member of your team needs to purchase their own training as otherwise the training will not be accredited. Access to each CLE On Demand course that is purchased is available only to the registered participant. Only you (as the account holder) can access the course materials, therefore only registered and paid attendees will receive continuing education credit per the California State Bar Association guidelines. Onsite presentations are available and if you have a larger number of employees to train, please contact us for a quote.

Dear CLE Participant

A note from the presenter of the course:

My name is Frank Doyle; I have been working in the estates and trusts area of law for over thirty years…. I am a member of the State Bar of California and certified by the Cal Bar as a specialist in Taxation Law and Probate, Estate Planning and Trust Administration. I am also an educator and I enjoy teaching and sharing the stories of the challenging legal conundrums that I have solved in my estate planning practice over the years. My goal as an educator and professor of law is to provide not only the critical legal analysis required in today's ever-changing legal environment but also the case studies, examples, drafting forms and more to help the participant (you) to understand each topic we cover.

Thank you for choosing Advanced Legal Training Institute as your preferred CLE Provider, we appreciate your business.

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Customized Onsite Legal Seminars & Training (MCLE) 
Legal Consulting & Coaching | Speaking | Client Support

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