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On-Demand Audio
Overcoming Common Challenges in Trust Administration $149.00



Copyright: March 2011
Product ID#: 55932SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Overcoming Common Challenges in Trust Administration, held March 2011.

Program Description

Are you prepared to overcome the challenges associated with interpreting and carrying out the provisions laid out in your clients' trust documents? Review common problems you're likely to encounter in trust administration and get straightforward solutions from experienced attorney faculty. Register today!


Course Content
  1. Notices and Trustee's Accountability to the Beneficiaries - Proper Documentation is Essential
  2. Duty to Invest and Conflict of Interest in the Investment Process
  3. Handling Requests for Increasing/Decreasing Distribution Amounts
  4. Reducing Distributions vs. Shortening the Life of the Trust
  5. Other Trust Modifications
  6. Working With Multi-Domicile Trusts
  7. Changing the Situs of the Trust From One State to Another

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK03/22/2013
CLE 1.50AZ03/22/2013
CLE 1.50CA03/22/2013
CLE 2.00CO03/22/2013
CLE 1.50CT03/22/2013
CLE 2.00FL*09/22/2012
CLE 1.50HI03/22/2013
CLE 1.50ID03/22/2013
CLE 1.50IL03/21/2013
CLE 1.50KY
CLE 1.50ME03/22/2013
CLE 1.80MO03/22/2013
CLE 1.50MP03/22/2013
CLE 1.50MS03/22/2013
CLE 1.50MT03/22/2013
CLE 1.50NC12/31/2012
CLE 1.50ND03/22/2013
CLE 1.50NH03/22/2013
CLE 1.80NJ03/22/2013
CLE 1.50NM03/22/2013
CLE 1.50NV03/22/2013
CLE 1.50NY03/22/2013
CLE 2.00OK03/22/2013
CLE 1.50RI03/22/2013
CLE 1.80VI03/22/2013
CLE 1.50VT03/22/2013
CLE 1.50WA03/22/2013
CLE 1.50WI12/31/2012
CLE 1.80WV03/22/2013
CLE 1.50WY03/22/2014

* denotes specialty credits

Additional Format Options


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Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
Banking & Finance
Estate Planning & Probate
Legal
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