Basics of Trust Administration
|Audio & Reference Manual||$199.00||Add to Cart|
Gain a thorough understanding of designing trusts and executing trust administration best practices.Many individuals who are named as trustees or successor trustee are unaware of all of the duties and responsibilities that come along with the office. They may miss important deadlines and unknowingly breach their duties. This topic will explain trustee duties and responsibilities and allow those advising trustees and successor trustees to give meaningful advice. Receive practical guidance regarding maintaining appropriate trustee records and determination of entitlement to those records. This information is critical for anyone who regularly deals with trustees and who provides guidance regarding trust administration.
Tereina Stidd, Cole Schotz P.C.
Self Study Credit - Audio & Reference Manual
Sponsored by Lorman Education
|CLE||1.5||AK, AZ, CA, CT, GA, HI, IL, ME, MT, NM, NV, NY, UT, VT, WA|
|CLE||1.8||MO, NJ, WV|
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