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Why Trustees Need Your Help

Webinar Recorded: August 10, 2017
Presented by Kristin Yokomoto, MBA, JD, LLM, TEP,
Albrecht & Barney
Duration: 59 minutes

Trust administration is a critical component of the elder law process. With more people passing away with trusts, successor trustees need your services to help them to understand their fiduciary duties and properly administer a trust. To oversee multiple administrations you need a disciplined process so that important tax issues are analyzed correctly and deadlines are met. Join this webinar to find out more about the benefits of a trust administration practice and how to develop a process to avoid pitfalls and liability.

We’ll cover: 

  • Creating a process from start to finish
    • Initial Steps
    1. Client Meeting
    2. Small vs Large Estates
    3. Trust Documents
    4. Trust Provisions
    5. Assets
    6. Valuations
    7. Filings and Deadlines
    8. Probate Court Proceedings
    9. Qualified Disclaimers
  • Comparison of first death versus second death administrations
  • Tax Returns
  • Understanding outright distributions versus sub-trusts allocations
  • Protecting the successor trustee with allocation agreements
  • Preventing beneficiary litigation

 CLE: 1 Hour

Many states have strict restrictions on pre-recorded (also called on-demand or distance learning) courses. Please review your State Bar’s rules to determine if you are eligible to receive CLE for this course before viewing.

Receive CLE packet and attendance certificate: Near the end of the webinar, a button labeled “Receive CLE Packet” will appear in the top right corner of the video. You will be required to enter the attendance code given verbally during the webinar to download the packet. You will not be able to download the packet until you watch the webinar in its entirety. To ensure we are CLE compliant, the packet will not be distributed via email or any other method, it must be downloaded following the instructions above.

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