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
  1. keyboard_arrow_leftBack
BarbriPdBannerMessage

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 a Partner at the Firm and is a certified specialist in Estate Planning, Trust, and Probate law by the State Bar of California. His practice focuses on trusts and estates, including estate planning, trust administration, probate, and fiduciary litigation. Mr. Schwefel 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. Mr. Schwefel 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. He is a member of the Executive Committee of the Trust and Estates Section of the California Lawyers Association (TEXCOM) and the former Education Chair for the New Lawyers Section of the California Lawyers Association. Mr. Schwefel is also an active member of the Orange County Bar Association and the Orange County chapter of the USD Law Alumni Association. He earned his B.A. from UC San Diego and his J.D. from the University of San Diego School of Law.

expand_circle_down Expand to View Full Bio expand_circle_up Collapse Bio
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?