eCourse
Trustee Bootcamp: Reporting Steps and Checklists for the New Trustee
Contains material from Apr 2021
Trustee Bootcamp: Reporting Steps and Checklists for the New Trustee
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Session 1: Reporting a Trust - Address practical steps in determining when, how, and to whom special needs trusts should be reported.
Session 2: Trustee Bootcamp-Checklists for the New Trustee - The complexity of trust administration has increased rapidly over the years. While the needs of the beneficiaries have become more complex (complicated families, investments, social media, and changing tax laws), the responsibilities, duties, and liabilities of the trustee have not changed. The presentation includes 12 administrative checklists that a trustee can use to get to a better outcome for the beneficiaries and for the trustee to minimize their liability.
Session 2: Trustee Bootcamp-Checklists for the New Trustee - The complexity of trust administration has increased rapidly over the years. While the needs of the beneficiaries have become more complex (complicated families, investments, social media, and changing tax laws), the responsibilities, duties, and liabilities of the trustee have not changed. The presentation includes 12 administrative checklists that a trustee can use to get to a better outcome for the beneficiaries and for the trustee to minimize their liability.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.25
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 4/30/2025
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Credit
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1.
Reporting a Trust (Apr 2021)
Jennifer L. Coulter
0.50
0.00
0.00
0.50
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Session 1
—30 mins
0.50
Reporting a Trust (Apr 2021)
Address practical steps in determining when, how, and to whom special needs trusts should be reported.
Originally presented: Mar 2021 Special Needs Trusts
Jennifer L. Coulter,
Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
Show session details
2.
Trustee Bootcamp-Checklists for the New Trustee (Apr 2021)
Dave Folz
0.75
0.00
0.00
0.75
Preview Materials
Download session materials for offline use
Slides
(pdf)
5 pgs
Session 2
—45 mins
0.75
Trustee Bootcamp-Checklists for the New Trustee (Apr 2021)
The complexity of trust administration has increased rapidly over the years. While the needs of the beneficiaries have become more complex (complicated families, investments, social media, and changing tax laws), the responsibilities, duties, and liabilities of the trustee have not changed. The presentation includes 12 administrative checklists that a trustee can use to get to a better outcome for the beneficiaries and for the trustee to minimize their liability.
Originally presented: Mar 2021 Special Needs Trusts
Dave Folz,
Trust Counselor LLC - Dallas, TX