Your firm may use some of the most sophisticated tools available to establish a strong estate plan for your client, 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. This fundamental overview will provide you with the solid foundation you need to successfully administer trusts. Order today!

1. The Laws and Rules Governing Trustees
2. Non-Monetary Aspects of Trust Administration
3. Keeping the Books – Accounting in Trust Administration
4. Tips for Recession-Proofing the Trusts
5. Overcoming Ethical Challenges
6. Essential Steps in Trust Termination

1. THE LAWS AND RULES GOVERNING TRUSTEES
   8:30 - 9:15, John T. Mroczko
1. Principal and Income Act
2. Trust and Trustees Act
3. Uniform Prudent Investor Act
4. The Powers of the Trustee
5. Duties and Responsibilities of the Trustee
6. Liabilities of the Trustee
7. Effectively Conveying to the Trustees What Their Duties Are
2. NON-MONETARY ASPECTS OF TRUST ADMINISTRATION
   9:15 - 10:00, John T. Mroczko
1. Initial Notices and Actions
2. Conducting Inventory of Assets
3. Modifying the Trust Documents and Changing Situs
4. Reporting to the Beneficiaries
5. Resolving Disputes
6. Overcoming Power of Attorney Challenges
3. KEEPING THE BOOKS – ACCOUNTING IN TRUST ADMINISTRATION
   10:15 - 12:00, James R. Robinson
1. Investment Decisions and the Prudent Investor Rule
2. Practical Tips for Valuing the Assets
3. Special Considerations in Managing Diverse Assets
4. Funding the Trust
5. Effective Communication With Creditors
6. Increasing/Decreasing Distribution Amounts
7. Complying With Taxation Requirements
1. Income Tax
2. Gift Tax
3. Capital Gains Tax
4. State and Federal Estate Tax
5. Generation-Skipping Transfer Tax
4. TIPS FOR RECESSION-PROOFING THE TRUSTS
   1:00 - 2:15, Charles M. Hall
1. Impact of Interest Rates on the Trusts
2. To Change or Not to Change? Timing Considerations in Adjusting Trusts
3. Short-Term vs. Long-Term Planning
4. Adjusting QPRTs to the Falling Real Estate Values
5. Valuation and Discount Issues
6. The Effect on Hedge Funds, Private Equity
7. Managing GRATs and IDGTs
5. OVERCOMING ETHICAL CHALLENGES
   2:30 - 3:30, J.C. Highsmith Jr.
1. Identifying the Client
2. Additional Challenges That Lawyer-Trustees Face
3. Handling the Client's Diminishing Capacity
4. Determining and Collecting Attorney Fees
5. Conflicts of Interest Between Settlor, Spouse, Trustee, Beneficiaries, Settlor's Heirs, Creditors and Any Combination of the Above
6. ESSENTIAL STEPS IN TRUST TERMINATION
   3:30 - 4:40, J.C. Highsmith Jr.

CHARLES M. HALL is a sole practitioner in Atlanta, Georgia. Mr. Hall has been an attorney for more than 35 years and focuses his practice on probate and estate administration, domestic partnership issues, real estate litigation, civil litigation, estate planning, commercial disputes, alcohol licensing, and business law, among others. He is a member of the State Bar of Georgia and the Atlanta, Stonewall and American bar associations. Mr. Hall earned his B.A. degree from Washington and Lee University and his J.D. degree from Emory University School of Law.

J.C. HIGHSMITH JR. is a partner in the Gainesville law firm of Stewart, Melvin & Frost, LLP. He practices in the areas of probate and estate settlements, wills and estate planning, trust and estate litigation, and general business. Mr. Highsmith is a member of the Gainesville-Northeastern Bar Association, the State Bar of Georgia and the Gainesville Estate Planning Council (past president). He is a past adjunct professor at Gainesville College with the paralegal program. Mr. Highsmith received his B.B.A. and J.D. degrees from the University of Georgia and his LL.M. degree in taxation from Emory University.

JOHN T. MROCZKO leads the estate planning, estate administration, estate and trust litigation, and tax planning and controversies practice areas of the firm White, Choate, Watkins & Mroczko, LLC. He has litigated numerous estate cases throughout Georgia and has developed a strong reputation of excellence in prosecuting and defending cases involving breach of fiduciary duty, including claims against executors and trustees, and disputes between partners and shareholders of closely-held corporations. Mr. Mroczko also represents parties in complex business lawsuits by bringing creative and imaginative strategies to the cases he handles. He serves as the county administrator of Gordon County, Georgia and the alternate county administrator of Bartow County, Georgia.  In addition, Mr. Mroczko serves from time to time as Judge Pro Tempore and Guardian ad Litem for various probate courts in North Georgia. He serves on the advisory council of Stetson University College of Law in St. Petersburg, Florida.  Mr. Mroczko earned his B.A. degree from Lee University and his J.D. degree from Stetson University College of Law.

JAMES R. ROBINSON is a partner in the law firm of Schiff Hardin LLP, where he practices in the areas of wealth transfer tax planning, asset protection, estate administration and private foundations, and exempt organizations. Mr. Robinson is admitted to practice in Florida, Georgia and Tennessee and actively advises clients in all three states. He earned his B.A. degree, summa cum laude, from the University of Colorado at Boulder, his M.A. degree from New York University and his J.D. degree, with high honors, from Emory University. Mr. Robinson is a member of the Atlanta Estate Planning Council and is active on the Legislative Committee of the Fiduciary Section of the State Bar of Georgia.

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