Trust Administration for Paralegals

IPE, Institute for Paralegal Education

Trusts are critical components of estate planning today. To effectively contribute to your legal team, you need a firm understanding of the legal theory behind them and solid skills in their administration. In this practical course, experienced faculty break down the essential tasks involved in managing distributions, trustee duties and powers, dealing with beneficiaries, and more. Register today!

Learning Objectives:

1.) Learn the structures and functions of different types of trusts.
2.) Identify critical factors in trustee selection.
3.) Clearly understand the duties and powers held by the trustee.
4.) Get getter at inventorying and controlling assets.

Session Agenda: 102749-Program-Information.pdf

CLE Hours = 3 Substantive