CLE on Administering Trusts

National Business Institute is sponsoring a 90-minute national teleconference on July 21, 2010 entitled Navigating Trust Administration With Ease. The program description is below:

Your firm may use some of the most sophisticated tools available to establish strong estate plans for your clients, but the true test of that plan comes with its implementation. In order to bring all your carefully laid plans to fruition, you need to be up to speed on the issues you may face when called on to administer an existing trust. Don’t miss this opportunity to strengthen your knowledge and skills. Register today!

• Review the rules governing the trustees and clarify what fiduciaries can and must not do in managing a trust.
• Save time, simplify the process, and avoid missing steps with our sample checklists.
• Help the trust run smoothly: learn how to notify beneficiaries and creditors, marshal assets and determine when and what to distribute.
• Get a step-by-step overview of what needs to be done to terminate a trust.