Trust Administration: Attorney and Trustee Discussion
In this engaging discussion between an experienced trusts and estates attorney and a skilled trustee with a special focus on special needs trusts, we attempt to bridge the chasm between the intended use of trusts and their effective implementation. Benefit from the shared experience on both sides of the trust process and come away with practical tips for avoiding drafting mistakes and improving settlement and administration tasks. No matter your role in trusts and estate planning, you can't afford to miss this practical discussion. Hone your skills - register today!
- Discuss what planned provisions work, which ones don't, and how to fix it.
- Determine when a special needs trust is needed, and what unique challenges and opportunities it often presents.
- Ensure the trust is activated after it's drafted - clarify who must fund it and when.
- Improve beneficiary reporting: discuss the reasoning behind minimal required disclosures vs. disclosing everything.
- Explore the real-life implications and intricacies of trusts post-drafting.
This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member attorney Louis Silverman and fiduciary counsel Bridget O'Brien Swartz.
Original: $99.00
-65%$99.00
$34.65Trust Administration: Attorney and Trustee Discussion
In this engaging discussion between an experienced trusts and estates attorney and a skilled trustee with a special focus on special needs trusts, we attempt to bridge the chasm between the intended use of trusts and their effective implementation. Benefit from the shared experience on both sides of the trust process and come away with practical tips for avoiding drafting mistakes and improving settlement and administration tasks. No matter your role in trusts and estate planning, you can't afford to miss this practical discussion. Hone your skills - register today!
- Discuss what planned provisions work, which ones don't, and how to fix it.
- Determine when a special needs trust is needed, and what unique challenges and opportunities it often presents.
- Ensure the trust is activated after it's drafted - clarify who must fund it and when.
- Improve beneficiary reporting: discuss the reasoning behind minimal required disclosures vs. disclosing everything.
- Explore the real-life implications and intricacies of trusts post-drafting.
This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member attorney Louis Silverman and fiduciary counsel Bridget O'Brien Swartz.
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Description
In this engaging discussion between an experienced trusts and estates attorney and a skilled trustee with a special focus on special needs trusts, we attempt to bridge the chasm between the intended use of trusts and their effective implementation. Benefit from the shared experience on both sides of the trust process and come away with practical tips for avoiding drafting mistakes and improving settlement and administration tasks. No matter your role in trusts and estate planning, you can't afford to miss this practical discussion. Hone your skills - register today!
- Discuss what planned provisions work, which ones don't, and how to fix it.
- Determine when a special needs trust is needed, and what unique challenges and opportunities it often presents.
- Ensure the trust is activated after it's drafted - clarify who must fund it and when.
- Improve beneficiary reporting: discuss the reasoning behind minimal required disclosures vs. disclosing everything.
- Explore the real-life implications and intricacies of trusts post-drafting.
This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member attorney Louis Silverman and fiduciary counsel Bridget O'Brien Swartz.
