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Trust Administration: Overcoming Challenges Before and After the Grantor's Death Training Class
Course ID: 16833
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Trust Administration: Overcoming Challenges Before and After the Grantor's Death Training Seminar
Refine Your Techniques and Overcome Challenges With These Practical Tools
Your client relies on you to carry out the directives that have been carefully laid out in the trust documents. Unless you know how to follow the procedures involved and overcome challenges, you're at risk of jeopardizing your client's legacy and dishonoring his or her wishes. Don't risk it. Join our faculty at this thought-provoking seminar and learn how to handle the administration process from start to finish. This program is too important to miss - enroll today!
- Save time, simplify the process and avoid missing steps with our sample forms and checklists.
- Claim assets strategically to minimize the tax impact.
- Honor your client's wishes by safeguarding the trust from overspending.
- Maximize the earning potential of multi-domicile trusts: learn how to change the situs to benefit your client.
- Be prepared for specific challenges associated with various trusts by understanding their unique characteristics.
- Learn how to manage other people's money without fear of ethical violations.
- Protect the trust by knowing how to remove an incompetent or criminal fiduciary through litigation.
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Agenda |
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- NAVIGATING TRUST ADMINISTRATION PROCEDURES WITH EASE
Cynthia S. Sikelianos, 8:30 - 9:30
- Inventory of Assets, Including a Sample Checklist
- Division of Trust Assets Between Trust A, Trust B and Trust C (Q-Tip)
- Disbursement of Fees and Expenses
- Distribution to Beneficiaries
- Trust Termination Checklist
- MASTER THE DETAILS OF TAX PROCEDURE - INCLUDING SAMPLE FORMS AND CHECKLISTS
Donald E. Swaim, 9:30 - 10:30
- Preparing the Decedent's Final Income Tax Return
- Filing Requirements for State and Federal Estate Tax Returns
- Generation-Skipping Transfer Tax
- Income Tax Filing Requirements for the Trust
- Tax Apportionment - Who Pays the Tax?
- HOW THE UNIFORM TRUST CODE IMPACTS THE PROCESS
Lori L. Millet, 10:45 - 12:00
- Overview of the NM Uniform Trust Code (UTC)
- Recent Changes to UTC
- Identification and Classification of the Beneficiaries
- Trustee's Accountability to the Beneficiaries - Proper Documentation is Essential
- Handling Requests for Increasing/Decreasing Distribution Amounts
- Determining Trustee Fees
- Modifying Trusts
- Changing the Situs of the Trust From One State to Another
- UNDERSTAND THE SPECIFICS OF DIFFERENT TYPES OF TRUSTS
Donald E. Swaim and Cecilia Wesch Gutierrez, 1:00 - 2:30
- Irrevocable Life Insurance Trusts
- Generation-Skipping Trusts
- Charitable Trusts Basics
- Asset Protection Trusts
- Revocable Trusts
- Marital and Credit-Shelter Trusts
- Trusts for Minors
- ETHICAL CONSIDERATIONS
Lori L. Millet and Cynthia S. Sikelianos, 2:30 - 3:30
- Determining Who the Client Is
- Lawyers Serving as Fiduciaries - Handling Other People's Money
- Determining and Collecting Attorney Fees
- Reporting to Beneficiaries
- Avoiding Conflicts of Interest
- Filing Claims: Why It Is Imperative to Meet the Deadlines
- PROTECTING THE TRUST, ESTATE, TRUSTEE AND PERSONAL REPRESENTATIVE FROM DISASTER
Donald E. Swaim and Cecilia Wesch Gutierrez, 3:45 - 4:40
- Common Types of Claims
- Statute of Limitations for Cause of Action
- Whose Money is it?
- Protection From IRS "Super" Priority Status
- Resignation or Removal of the Fiduciary
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Audience |
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This intermediate-level program is designed to provide estate planning/administration attorneys, general practitioners and paralegals with practical tools to effectively handle trusts before and after the trustor's death. Accountants and trust officers will also find this program valuable.
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Trust Administration: Overcoming Challenges Before and After the Grantor's Death Training Course Dates and Locations
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Course ID: 16833
| Course Duration: 1 Day
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Locations: |
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