WHAT WE WILL COVER

A well-drafted trust is only as effective as its administration. This program provides attorneys with a practical guide to administering both revocable and irrevocable trusts during periods of incapacity and after death. Participants will learn the fiduciary duties of trustees, key administration milestones, common pitfalls that lead to liability, trust funding considerations, accounting requirements, tax issues, beneficiary communications, and strategies for avoiding disputes. Through real-world examples and practice tips, attendees will gain the knowledge necessary to guide trustees confidently and ensure trusts achieve their intended objectives.