BarbriSFCourseDetails
  • videocam Live Online with Live Q&A
  • calendar_month January 27, 2026 @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Estate Planning
  • schedule 90 minutes

Trust Administration: Controlling, Protecting, and Distributing Trust Assets

Trustee Duties and Powers, Tax Issues, Advances to Beneficiaries, Fees, Expenses, Investments

$297.00

This course is $0 with these passes:

CLE
ALL
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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

Benjamin R. Schwefel
Partner
Murtaugh

Mr. Schwefel is an associate attorney and the majority of his practice focuses on trusts and estates, including estate planning, trust administration, probate, conservatorships, and fiduciary litigation. Ben represents a broad range of clients, including high-net-worth individuals and families, trustees, beneficiaries (individuals and charities), entrepreneurs, business executives, and professional fiduciaries. He regularly works with his clients on advanced estate planning techniques that minimize income, gift, and estate tax consequences. He also advises clients in connection with the formation and operation of profit and not-for-profit business entities, including limited liability companies (LLCs), corporations, family limited partnerships (FLPs), private foundations, and public charities.

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Credit Information

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


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, January 27, 2026

  • schedule

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

I. Trustee's duties and powers

II. Control and protection of assets

III. Disclosure and notice requirements

IV. Dealing with beneficiaries

V. Division and distribution of assets

VI. 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?