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Rules of Trust Administration in Kentucky

Immediate online access to this 210 page manual.
Copyright 2014
Online Reference Manual$89.00Add to Cart Add to Cart


Avoid missteps in trust administration - discover techniques to help you along the way.

Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Purchase these reference materials and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs.

Discover ways to recognize the different levels of trust intricacy depending on the type and value of the assets involved. You will learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Purchase these reference materials and reinforce your position as a top source for trust service.

Benefits for You
•Expertly handle clients' problems and concerns
•Resolve trust disputes calmly and effectively
•Navigate the relationship between taxation and trusts
•Avoid harmful mistakes in trust administration

Learning Objectives
•You will be able to review drafting trust provisions.
•You will be able to discuss trust decanting.
•You will be able to describe alternate dispute resolution and settlements.
•You will be able to explain special needs trusts.

Authors

Brian Borellis, Brian Borellis, Attorney
Jeremy P. Gerch, Bingham Greenebaum Doll LLP
Daniel M. Oyler, Parrent & Oyler
Steven R. Wilson, Bingham Greenebaum Doll LLP