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Course Details

Course Information
  • smart_display Format

    Live Online with Live Q&A

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Estate Planning

Date & Time
  • event Date

    Wednesday, October 1, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Early Bird Pricing!
MSRP
$297.00
$252.45
Save $44.55

Discount expires 9/13/25

This course is $0 with these passes:

CLE
ALL

This CLE webinar will provide trusts and estates counsel an in-depth analysis of key challenges and best practices in trust and estate administration. The panel will discuss complex issues encountered by practitioners, dividing and distributing trust assets, tax planning and reporting challenges, and making final distributions. The panel will also discuss key issues involving loans to beneficiaries, investments, disbursing fees and expenses, and other challenges for trusts and estates counsel.

Faculty

David Fowler Johnson
Managing Shareholder/Fort Worth Office
Winstead PC

Mr. Johnson is widely recognized as one of the go-to fiduciary litigators in Texas. His practice focuses on trust, estate, and closely-held business disputes. A frequent writer and speaker, David is known around the state as a thought leader in the fiduciary area. Mr. Johnson’s experience in trust and estate disputes includes will contests, elder abuse, mental competency, undue influence, trust modification/reformation/clarification, breach of fiduciary duty and related claims. Additionally, he has a transactional practice for trust departments in providing legal opinions on the construction of trust documents, documenting release and consent agreements, resignations, successor appointments, modification of trusts, trust mergers, trust severances, etc.

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Scott E. Rahn
Founding Partner
RMO, LLP

Mr. Rahn represents heirs, beneficiaries, trustees and executors. He utilizes his experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties and emotional complexities underlying trust contests, estates conflicts and probate litigation.

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Description

Trust and estate administration can be complicated with a multitude of items to consider by executors and trustees such as tax issues, administrating the decedent's interests in businesses, and management and protection of assets. Fiduciaries must navigate complex rules and procedures in defending against or disputing claims in trust and estate administration.

In regards to trust administration, simple matters that relate to the trustee's duties and powers are often deceptively challenging. Trustee actions now face heightened scrutiny during these uncertain times. Counsel must consider the powers to direct and delegate, control and protect trust assets, and disclosure and notice requirements. Dividing trust assets, determining and disbursing fees and expenses, and distributing to beneficiaries must also be addressed.

The administration of an estate after an individual's death requires the fiduciary to address certain issues and follow specific procedures to distribute the decedent's assets. This process can involve complications stemming from the marshaling, valuation, sale, and distribution of assets, resulting in claims from beneficiaries and creditors. In addition, challenges involving the handling of jointly held assets and issues for unmarried couples add another layer of complexity that must be carefully managed.

Listen as our authoritative panel of trust and estate planning practitioners highlights key issues that arise in trust and estate administration and best practices for counsel, trustees, and executors.

Outline

I. Trust administration key areas of focus

A. Trustee's duties and powers

B. Control and protection of assets

C. Disclosure and notice requirements

D. Dealing with beneficiaries

E. Division and distribution of assets

F. Disbursement of fees and expenses

II. Estate administration key areas of focus

A. Common pitfalls to avoid in estate administration

B. Settling assets and debts

C. Potential challenges and disputes

D. Role of court and legal counsel

E. Applicable laws and regulations

III. Best practices for counsel

Benefits

The panel will review these and other key questions:

  • What are the most common pitfalls to avoid in trust and estate administration?
  • What issues arise in dealing with beneficiaries?
  • How do you manage investments in the administration of a trust?
  • What assets are subject to claims from creditors?
  • What is the role of the court and legal counsel in estate administration?
  • What are the key issues in settling assets and debts?
  • What are the applicable federal and state laws that must be considered?
  • What best practice strategies should trustees and executors consider in exercising their powers?