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
Recording of a 90-minute CLE video webinar with Q&A
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.
Outline
- Trustee's duties and powers
- Control and protection of assets
- Disclosure and notice requirements
- Dealing with beneficiaries
- Division and distribution of assets
- 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
Vincent M. Casiano
Founder
Casiano Law Firm
Mr. Casiano practices in the area of estate planning and probate.
| Read MoreMr. Casiano practices in the area of estate planning and probate.
Close
Benjamin R. Schwefel
Partner
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
Mr. Schwefel is an associate attorney and the majority of his practice focuses on trusts and estates, including estate planning, trust administration, probate, conservatorships, and fiduciary litigation. Ben represents a broad range of clients, including high-net-worth individuals and families, trustees, beneficiaries (individuals and charities), entrepreneurs, business executives, and professional fiduciaries. He regularly works with his clients on advanced estate planning techniques that minimize income, gift, and estate tax consequences. He also advises clients in connection with the formation and operation of profit and not-for-profit business entities, including limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities.
Close