CLE on Terminating Trusts

The National Business Institute is sponsoring a 90-minute national teleconference entitled Terminating Trusts on November 18. The program description is below:

Trust termination triggers are most often built into the original document. What isn’t included is a guidebook for getting it done quickly, efficiently and without a snag. Get practical tips for liquidation and final distribution of trust assets and make sure all the taxes due are paid, legal and professional fees are accounted for, and all proper reporting documentation is filed. Register today!

• Learn to properly interpret the trust termination provisions set out by the grantor.
• Follow the timeline for trust termination to make sure all the important deadlines are met. 
• Find out what information must be included in the final accounting and final tax return. 
• Communicate with all interested parties to forestall any disputes.