Trust Administration: Controlling, Protecting, and Distributing Trust Assets

Trustee Duties and Powers, Tax Issues, Advances to Beneficiaries, Fees, Expenses, Investments

Note: CPE credit is not offered on this program

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.

Tuesday, March 14, 2023

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

Early Registration Discount Deadline, Friday, February 17, 2023

or call 1-800-926-7926

This CLE course will provide trusts and estates counsel an in-depth analysis of key challenges in trust 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 administration can present a wide range of issues to trusts and estates counsel. 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 as beneficiaries will need their inheritance to stay afloat. Counsel must consider the powers to direct and delegate, control and protect trust assets, as well as disclosure and notice requirements. Dividing trust assets, determining and disbursing fees and expenses, and distributing to beneficiaries must also be addressed.

Listen as our authoritative panel of trust and estate planning practitioners highlights key issues that arise in trust administration and best practices in exercising trustee duties and powers.

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Outline

  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

Benefits

The panel will review these and other key questions:

  • What issues should the trustee take into consideration when making distributions and disbursements?
  • What common pitfalls should be avoided in trust administration?
  • What issues arise in dealing with beneficiaries?
  • How do you manage investments in the administration of a trust?
  • What best practice strategies should trustees consider in exercising their powers?

Faculty

Casiano, Vincent
Vincent M. Casiano

Founder
Casiano Law Firm

Mr. Casiano practices in the area of estate planning and probate.

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Schwefel, Benjamin
Benjamin R. Schwefel

Senior Associate
Murtaugh Treglia Stern & Deily

Mr. Schwefel is an associate attorney and the majority of his practice focuses on trusts and estates, including estate...  |  Read More

Attend on March 14

Early Discount (through 02/17/23)

Cannot Attend March 14?

Early Discount (through 02/17/23)

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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