Advanced Trust Administration (On-Demand)

$169.00

While the trust arrangement originated in medieval England by aristocrats attempting to evade restrictions on ownership and inheritance of land, modern trusts can be created for a variety of good uses. 

The actual creation of a valid and enforceable trust is fairly straightforward. The true test of the arrangement often arises in the administration of the trust or putting into effect what has been written in the trust agreement.

The extended duration of trusts over many generations under recently revised state laws can result in several lifetimes of issues that must be addressed by trustees and successors.

The goal of this course is to present practitioners with case studies and practical examples of advanced trust administration issues and possible paths forward.

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Event Details

Course Type

Course Instructor

Jeffrey L. Carson, J.D., LL.M., CPWA®

Original Date Of Course

General Credits

2

Course Description

While the trust arrangement originated in medieval England by aristocrats attempting to evade restrictions on ownership and inheritance of land, modern trusts can be created for a variety of good uses. 

The actual creation of a valid and enforceable trust is fairly straightforward. The true test of the arrangement often arises in the administration of the trust or putting into effect what has been written in the trust agreement.

The extended duration of trusts over many generations under recently revised state laws can result in several lifetimes of issues that must be addressed by trustees and successors.

The goal of this course is to present practitioners with case studies and practical examples of advanced trust administration issues and possible paths forward

Syllabus

  1. Property Rights and Types
  2. The Trust Arrangement
  3. Types of Trusts
  4. Trustee Duties
  5. Administration Issues
  6. Post-Mortem Administration

Instructor

Jeffrey L. Carson, J.D., LL.M., CPWA®

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