Sharpen Your Trust Drafting and Compliance Skills
Before you delve into trust drafting specifics you need to understand the key rules that will govern trust administration. Explore the common problems and mistakes trust administrators often see that leads to liability concerns and how to avoid those problems in the future. This course will help guide you through the fundamental principles, structure, and compliance issues you need to navigate in order to ensure the trust is administered as intended. Register today!
Avoid novice UPAIA mistakes and learn how to fix them.
Clarify the investment duties and responsibilities of the fiduciary.
Learn how trust distributions can trigger liability and find ways to prevent it.
Who Should Attend
This program is geared towards attorneys. Trust officers, accountants, CPAs, tax preparers, financial officers and paralegals may also benefit from attending.
Course Content
Principal vs. Income in Trust and Estate Administration
Clarifying Fiduciary's Investment Duties and Powers
Common Trust and Estate Administration Problems and Their Solutions
Preventing Fiduciary Liability
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.
