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On-Demand Audio
The Art of Trust Administration $149.00



Copyright: December 2011
Product ID#: 58428SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: The Art of Trust Administration, held December 2011.

Program Description

Your firm may use some of the most sophisticated tools available to establish strong estate plans for your clients, but the true test of that plan comes with its implementation. In order to bring all your carefully laid plans to fruition, you need to be up to speed on the issues you may face when called on to administer an existing trust. Don't miss this opportunity to strengthen your knowledge and skills. Order today!


Course Content
  • Duties and Powers of the Trustee
  • Powers to Direct and Delegate
  • Control and Protection of Trust Assets
  • Identifying and Documenting Trust Property, Including a Sample Inventory Checklist
  • Division of Trust Assets
  • Road Map to Administering a Trust - A Step-by-Step Checklist
  • Determining Trustee Fees
  • Disbursement of Fees and Expenses
  • Distribution to Beneficiaries
  • Trust Termination Checklist

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK12/21/2013
CLE 1.50AZ12/21/2013
CLE 1.50CA12/21/2013
CLE 2.00CO12/21/2013
CLE 1.50CT12/21/2013
CLE 1.50DE12/21/2012
CLE 2.00FL*06/21/2013
CLE 1.50GA12/21/2012
CLE 1.50HI12/21/2013
CLE 1.50ID12/21/2013
CLE 1.50IL12/20/2013
CLE 1.50KY06/30/2012
CLE 1.50LA12/20/2012
CLE 1.50ME12/21/2013
CLE 1.80MO12/21/2013
CLE 1.50MP12/21/2013
CLE 1.50MS12/21/2013
CLE 1.50MT12/21/2013
CLE 1.50NC12/31/2012
CLE 1.50ND12/21/2013
CLE 1.50NE12/21/2012
CLE 1.50NH12/21/2013
CLE 1.80NJ12/21/2013
CLE 1.50NM12/21/2013
CLE 1.50NV12/21/2013
CLE 1.50NY*12/21/2013
CLE 2.00OK12/21/2013
CLE 1.50OR10/18/2012
CLE 1.50PA12/21/2012
CLE 1.50RI12/21/2013
CLE 1.50TN12/20/2012
CLE 1.50TX11/30/2012
CLE 1.50VA10/31/2012
CLE 1.80VI12/21/2013
CLE 1.50VT12/21/2013
CLE 1.50WA12/21/2013
CLE 1.50WI12/31/2012
CLE 1.80WV12/21/2013
CLE 1.50WY12/21/2014

* 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
Accounting
Banking & Finance
Estate Planning & Probate
Legal
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