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2025 Fiduciary Best Practices in Trust and Estate Administration

Duties and Responsibilities of Executors and Trustees, Managing Conflicts, Limiting Claims, Remedies for Breach

A live 90-minute CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Wednesday, October 1, 2025

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, September 12, 2025

or call 1-800-926-7926
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This CLE webinar will provide trusts and estates counsel an in-depth analysis of key challenges and best practices in trust and estate administration. The panel will discuss complex issues encountered by practitioners, dividing and distributing trust assets, tax planning and reporting challenges, and making final distributions. The panel will also discuss key issues involving loans to beneficiaries, investments, disbursing fees and expenses, and other challenges for trusts and estates counsel.

Description

Trust and estate administration can be complicated with a multitude of items to consider by executors and trustees such as tax issues, administrating the decedent's interests in businesses, and management and protection of assets. Fiduciaries must navigate complex rules and procedures in defending against or disputing claims in trust and estate administration.

In regards to trust administration, simple matters that relate to the trustee's duties and powers are often deceptively challenging. Trustee actions now face heightened scrutiny during these uncertain times. Counsel must consider the powers to direct and delegate, control and protect trust assets, and disclosure and notice requirements. Dividing trust assets, determining and disbursing fees and expenses, and distributing to beneficiaries must also be addressed.

The administration of an estate after an individual's death requires the fiduciary to address certain issues and follow specific procedures to distribute the decedent's assets. This process can involve complications stemming from the marshaling, valuation, sale, and distribution of assets, resulting in claims from beneficiaries and creditors. In addition, challenges involving the handling of jointly held assets and issues for unmarried couples add another layer of complexity that must be carefully managed.

Listen as our authoritative panel of trust and estate planning practitioners highlights key issues that arise in trust and estate administration and best practices for counsel, trustees, and executors.

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Outline

  1. Trust administration key areas of focus
    1. Trustee's duties and powers
    2. Control and protection of assets
    3. Disclosure and notice requirements
    4. Dealing with beneficiaries
    5. Division and distribution of assets
    6. Disbursement of fees and expenses
  2. Estate administration key areas of focus
    1. Common pitfalls to avoid in estate administration
    2. Settling assets and debts
    3. Potential challenges and disputes
    4. Role of court and legal counsel
    5. Applicable laws and regulations
  3. Best practices for counsel

Benefits

The panel will review these and other key questions:

  • What are the most common pitfalls to avoid in trust and estate administration?
  • What issues arise in dealing with beneficiaries?
  • How do you manage investments in the administration of a trust?
  • What assets are subject to claims from creditors?
  • What is the role of the court and legal counsel in estate administration?
  • What are the key issues in settling assets and debts?
  • What are the applicable federal and state laws that must be considered?
  • What best practice strategies should trustees and executors consider in exercising their powers?

Faculty

Johnson, David
David Fowler Johnson
Managing Shareholder/Fort Worth Office
Winstead

Mr. Johnson is widely recognized as one of the go-to fiduciary litigators in Texas. His practice focuses on trust,...  |  Read More

Attend on October 1

Early Discount (through 09/12/25)

Cannot Attend October 1?

Early Discount (through 09/12/25)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video

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