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CLE on Estate and Trust Administration

CLE The ABA Section of Real Property, Trust & Estate Law is sponsoring a 90-minute teleconference and live audio webcast on December 14 entitled Select Issues in Estate and Trust Administration. The program information is below:

This session will delve into more detail on some of the challenging or unique issues in estate and trust administration, including:

  • Creditor claims;
  • Addressing funding and liquidity issues;
  • Identifying opportunities for post-mortem estate planning;
  • Handling special assets (e.g., real estate, retirement assets and interests in an operating business or in limited partnerships or limited liability companies);
  • Duty to preserve vs. duty to invest.