Shutts & Bowen LLP West Palm Beach partner Shelly Wald Harris recently spoke to the Palm Beach County Estate Planning Council, where she presented on “The Trustee’s Duty to Inform and Account.”
Shelly’s presentation offered attendees valuable insights into fiduciary obligations and best practices in trust administration and provided participants with continuing legal education (CLE) credits.
The Palm Beach County Estate Planning Council, founded in 1984, is a nonprofit organization dedicated to fostering education, collaboration, and networking among estate planning professionals. With more than 200 members, including attorneys, accountants, trust officers, wealth managers, insurance professionals, care providers, and planned giving experts, the Council promotes a multidisciplinary approach to estate planning and the highest standards of professional service.
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About Shelly Wald Harris
Shelly Wald Harris is a partner in the West Palm Beach office of Shutts & Bowen LLP, where she is a member of the Private Client Services Practice Group. Shelly is Board Certified in Wills, Trusts and Estates by the Florida Bar. Shelly counsels clients on their future goals and helps them navigate the estate planning process. She works with individuals and families of moderate to high net worth in their estate, trust, charitable, and domicile planning. She is experienced in building custom plans that make the best use of revocable, irrevocable, charitable, insurance, and dynasty (generation skipping) trusts to optimize her clients’ personal and tax goals while protecting their assets. She is also experienced with numerous tools, such as Irrevocable Life Insurance Trusts (ILITs), Family Limited Partnerships (FLPs), Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity Trusts (GRATs), and Spousal Lifetime Access Trusts (SLATs).