Seminar III
Integrated Estate Planning: Trust Administration
4-CD Audio Set+ Seminar Workbook
The Integrated Estate Planning seminar on Trust Administration provides the basics of post mortem trust administration for attorneys. This course is designed to teach the practitioner effective techniques for administering and distributing living trusts after the death of the grantor. The seminar includes a discussion of the legal requirements mandated by the probate code as well as a discussion of managing and accounting for trust assets and dealing with federal estate and income tax issues. There is also information on identifying types of trusts and trusts provisions, issues on the logistics of funding the trust and identifying and gathering trust assets and a discussion of the administration of the trust, trust accounting, property management, management of investments and guardianship issues.
This program (4-CD Audio Recording) in the Integrated Estate Planning Series is approved for 6.5 MCLE Credit Hours including 1.5 Credit Hours of Legal Ethics. We are CalBar Approved Provider No. 13751. You can earn all your California State Bar required MCLE hours by completing the entire Estate Planning Series. Each seminar recording has been edited and formatted for easy listening and learning. Listen to your 4-CD Audio Seminar Recording (s) on your home/office computer, inside your car during commute or travel time and/or downloaded to your iPod. This set of audio recordings provides a strong foundation to both expand and enhance the practice of estate planning.
Contact our office if you would like to request a more detailed outline of the course content.
Note: Estate Planning, Probate and Trusts involve complex areas of law. Individual circumstances must be considered before any advice can be given. The general information above is not to be construed as legal advice, which can only be given after consideration of the unique facts of each matter. Please seek the advice or counsel of your attorney, financial advisor or CPA, as it may be appropriate.
