About the Course
Introduction
This CLE course will provide trusts and estates counsel an in-depth analysis of key challenges in trust 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.
Description
Trust administration can present a wide range of issues to trusts and estates counsel. 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 as beneficiaries will need their inheritance to stay afloat. Counsel must consider the powers to direct and delegate, control and protect trust assets, as well as disclosure and notice requirements. Dividing trust assets, determining and disbursing fees and expenses, and distributing to beneficiaries must also be addressed.
Listen as our authoritative panel of trust and estate planning practitioners highlights key issues that arise in trust administration and best practices in exercising trustee duties and powers.
Presented By
Mr. Casiano practices in the area of estate planning and probate.
Mr. Schwefel is a partner at Murtaugh LLP and advises fiduciaries, families, business owners, and nonprofit organizations on trust and estate matters where legal complexity intersects with real-world decision-making. His practice spans estate planning, trust administration, and trust and estate litigation, allowing him to guide clients through the full lifecycle of wealth transfer, business succession, and dispute. Mr. Schwefel is often brought in when situations become sensitive or high-stakes, including breakdowns between beneficiaries, scrutiny of fiduciary decisions, or estates involving closely held businesses, significant real estate holdings, or charitable interests. He frequently works with business owners in advance of liquidity events, helping them evaluate and implement estate planning strategies prior to a sale to preserve wealth and maximize available tax efficiencies.
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This 90-minute webinar is eligible in most states for 1.5 CLE credits.
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Date + Time
- event
Tuesday, March 14, 2023
- schedule
1:00 p.m. ET./10:00 a.m. PT
- Trustee's duties and powers
- Control and protection of assets
- Disclosure and notice requirements
- Dealing with beneficiaries
- Division and distribution of assets
- Disbursement of fees and expenses
The panel will review these and other key questions:
- What issues should the trustee take into consideration when making distributions and disbursements?
- What common pitfalls should be avoided in trust administration?
- What issues arise in dealing with beneficiaries?
- How do you manage investments in the administration of a trust?
- What best practice strategies should trustees consider in exercising their powers?
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