Trust Administration Before and After Grantor's Death
Do you wish there were more continuity between trust drafting and its real-life execution and administration? This course bridges the gap with a comprehensive road map for managing trusts through two distinct phases: the lifetime of the grantor and the transition following their death. Explore the high-stakes reality of trust administration, focusing on fiduciary duties, tax compliance, and best practices for avoiding litigation. Expand your skills - register today!
- Identify and fix "orphan" assets before incapacity or death creates a title nightmare.
- Master the notice requirements for distributions.
- Shift from the Grantor's SSN to a trust EIN without triggering IRS red flags.
- Establish best practices for regular accounting to prevent breach-of-duty claims.
Trust Administration Before and After Grantor's Death
Do you wish there were more continuity between trust drafting and its real-life execution and administration? This course bridges the gap with a comprehensive road map for managing trusts through two distinct phases: the lifetime of the grantor and the transition following their death. Explore the high-stakes reality of trust administration, focusing on fiduciary duties, tax compliance, and best practices for avoiding litigation. Expand your skills - register today!
- Identify and fix "orphan" assets before incapacity or death creates a title nightmare.
- Master the notice requirements for distributions.
- Shift from the Grantor's SSN to a trust EIN without triggering IRS red flags.
- Establish best practices for regular accounting to prevent breach-of-duty claims.
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Shipping & Returns
Shipping & Returns
Description
Do you wish there were more continuity between trust drafting and its real-life execution and administration? This course bridges the gap with a comprehensive road map for managing trusts through two distinct phases: the lifetime of the grantor and the transition following their death. Explore the high-stakes reality of trust administration, focusing on fiduciary duties, tax compliance, and best practices for avoiding litigation. Expand your skills - register today!
- Identify and fix "orphan" assets before incapacity or death creates a title nightmare.
- Master the notice requirements for distributions.
- Shift from the Grantor's SSN to a trust EIN without triggering IRS red flags.
- Establish best practices for regular accounting to prevent breach-of-duty claims.
