Trusts in Estate Administration

Administering trust-based estates requires specialized skills and impeccable attention to detail. This essentials course will help you succeed in guiding trustees through their duties and preventing and resolving disputes. Register today!

• Walk through the key steps of trust administration from grantor's death to fiduciary discharge.
• Ensure each trust is administered in accordance with trust codes and tax laws.
• Identify and address conflicts that arise between trustees and beneficiaries.
• Help trustees minimize the risk of fiduciary duty breach and liability.
• Explore common client complaints and discover ways of preventing them.