Name
Critical Post-death Functions of Administrative Trusts under RLTs & Importance of Pre- Death Trustee Selection
Date & Time
Friday, October 23, 2020, 8:30 AM - 9:30 AM
Craig Hersch Joseph Mitchiner
Description

Topics to be covered include establishing the administrative trust, personal liabilities of Trustees (especially in the absence of formal probate estate administration), responsibilities for payment of creditors, making proper income and estate tax elections, handling IRA beneficiary designations, tracking of income and principal for purposes of ultimate distributions, and terminating the administrative trust.