"The 7 Axioms to Avoid Fiduciary Liability When Investing Trust Assets"
CLE Webinar
"The 7 Axioms to Avoid Fiduciary Liability
When Investing Trust Assets"
Presenter: Francis Burton Doyle, Esq.
CLE: 1.5 (includes 1.5 legal ethics)
Course Description:
This 90-minute CLE webinar covers the important criteria to use when analyzing fiduciary responsibility and liability. Learn about "The 7 Axioms to Avoid Fiduciary Liability When Investing Trust Assets" including the following:
1) "Thou Shalt Not Self Deal."
2) "Be Mindful of the Company You Keep."
3) "Always Wear the White Hat."
4) "Be Transparent."
5) "Establish a System of Checks & Balances."
6) "Always be Aware of Atmospheric Conditions."
7) "Know Your Limitations."
Give Your Clients the Security of Knowing that they are fully informed about their liability as a fiduciary!
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 Session
3) 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.
Attention Attorneys, Trust Administrators, Financial Planners, Fiduciaries.
CPAs and Other Wealth Planning Professionals
Avoid Costly Litigation... Protect Your Clients...
Provide Legal Counsel... Preserve Their Legacy...
ADVANCED LEGAL TRAINING INSTITUTE OFFERS:
Customized Onsite Legal Seminars & Training (MCLE)
Legal Consulting, Coaching Speaking & Client Support Services
web: AdvancedLegalTrainingInstitute.com
email: [email protected]
Questions? Please email us…
©Copyright 2006-2019. Advanced Legal Training Institute. All Rights Reserved.
Your CLE Instructor
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
Frequently Asked Questions
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.
Advanced Legal Training Institute offers...
Customized Onsite Legal Seminars & Training (MCLE)
Legal Consulting & Coaching | Speaking | Client Support
© Copyright 2006-2019. all rights reserved.