Top Fiduciary and Beneficiary Questions - Answered
Making sure the trust performs as intended requires wide-ranging knowledge of law, finance, and tax. This rapid-fire legal course is intended to bring clarity to trust administration for all the parties involved. Our expert faculty will tackle frequently asked questions about managing trust assets, trust modifications, grantor control, and more. Alleviate uncertainty - register today!
Explore the limits of allowable administration expenses and trustee fees.
Learn how to accurately interpret the trust document and where to go for clarification.
Discuss common accounting and tax reporting questions.
Identify key risk factors to steer clear of fiduciary liability.
Learn to better field the numerous beneficiary requests and inquiries.
Administration Expenses and Trustee Fees: What's Allowable?
Getting Clarity on Vague/Unclear Trust Provisions
"Can I Sell This?" and Other Asset Management and Investment Questions
Beneficiary Requests: What's Reasonable? Best Practices for Responding
Periodic Accountings and Tax Reporting Questions
Top Fiduciary Liability Risks
What can/Should the Grantor Do With Revocable Trusts, Capacity Issues
"Do I Still Need This Trust?" Assessing and Making Changes to the Trust
Where to Go to Get More Guidance (Account Custodians, Experts, Public Records, Judge, etc.)
THOMAS J. DELPUP is an attorney and certified financial planner in Rochester, Michigan. Mr. DelPup's areas of practice include estate planning, wills and trusts, special needs trusts, and guardian/conservatorships. He prepares and implements comprehensive estate plans for the protection and transfer of assets during lifetime and after death. Mr. DelPup is admitted to practice in Michigan. He earned his B.S. degree from the University of Detroit and his J.D. degree from the University of Detroit School of Law.
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