Trusts, Estates & Probate

4.44

Practicing Attorneys' Guide to Drafting Trustee Provisions

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 57 minutes
Joseph Romano
Andrew Peterson
Brenton Hill
With Joseph A. Romano from Lowenstein Sandler LLP + 2 others
Recorded June 25, 2025
Product ID 100448

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Overview

Tips From the Pros and Lessons From Case Law

Clearly outlining the powers and responsibilities of a trustee determines the future course of the trust and the entire estate plan. This CLE program offers trusts and estates professionals an opportunity to enhance their skills in drafting fiduciary provisions that allow for flexibility and ensure effective management of trust assets. Get practical guidance for clearly outlining the selection, appointment, and removal of trustees; clarifying their powers; and addressing potential disputes and conflicts. Register today!

  • Help clients choose trustees who are the best fit.
  • Grant trustees enough discretion to achieve trust goals while ensuring sound management.
  • Tailor your trust drafting to specific client needs.
  • Come away with sample trust language to power up your skills.
  • Review recent court rulings shaping trusts practice.

Abbreviated Agenda

  1. An Update on Laws and Rules Governing Trustees
  2. Drafting for Special Assets and Purposes
  3. Selection and Appointment of Trustees
  4. Drafting Tips for Defining the Powers and Duties of Trustees
  5. Disputes and Removals of Trustees: Lessons From Recent Case Law

Related Topics

Product ID 100448

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. An Update on Laws and Rules Governing Trustees

  2. Drafting for Special Assets and Purposes

  3. Selection and Appointment of Trustees

    1. Appointment of Corporate vs. Individual Trustees
    2. Successor Trustee Provisions
    3. Co-Trustees: How Key Decisions Are to Be Made

  4. Drafting Tips for Defining the Powers and Duties of Trustees

    1. Trustee Standard of Care
    2. Investment and Management of Assets and Income
    3. The Extent of Discretionary Powers
    4. Accounting and Recordkeeping
    5. Drafting Errors and Their Consequences

  5. Disputes and Removals of Trustees: Lessons From Recent Case Law

Who Should Attend

This trust drafting guide is designed for attorneys. Accountants, tax professionals, fiduciaries, and paralegals will also benefit.

Speakers

Joseph A Romano
Joseph A.
Romano
Lowenstein Sandler LLP
Andrew J Peterson
Andrew J.
Peterson
Larkin Hoffman Daly & Lindgren Ltd.
Brenton D Hill
Brenton D.
Hill
McMahon Surovik Suttle, P.C.
Speaker bio
Joseph A Romano

Joseph A. Romano

Lowenstein Sandler LLP
Joseph Romano

is an attorney in the New Jersey office of Lowenstein Sandler LLP. He represents high-net-worth clients in complex trust and estate planning aimed at the preservation of wealth and the maximization of tax benefits. Mr. Romano's practice focuses on the creation of sophisticated wills and trusts, such as grantor retained annuity trusts (GRATs), Delaware Incomplete Gift Non-Grantor Trusts (DINGs), and irrevocable life insurance trusts. In addition, he has assisted in the formation of tax-exempt organizations, as well as drafted and reviewed a variety of business planning and succession agreements. Mr. Romano also represents clients in tax controversies before the Internal Revenue Service and the state of New Jersey; on estate and gift tax matters; on payroll tax-related appeals and negotiations; and on collection alternatives for businesses and individuals alike, including offers in compromise and installment agreements. He earned his B.S degree from Bentley University, his J.D. degree from Seton Hall University School of Law and his LL.M. degree from New York University School of Law. Mr. Romano is admitted to practice in New Jersey and Florida.

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Speaker bio
Andrew J Peterson

Andrew J. Peterson

Larkin Hoffman Daly & Lindgren Ltd.
Andrew Peterson

is an attorney at Larkin Hoffman Daly & Lindgren Ltd. where he represents clients in estate planning and administration matters. He guides individuals and families in transferring their wealth in a tax-efficient and effective manner to future generations and charitable partners. In addition to estate planning and administration, Mr. Peterson's practice extends to real estate and business transactions. He earned his B.A. degree, magna cum laude, from Palm Beach Atlantic University and his J.D. degree from University of Minnesota Law School.

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Speaker bio
Brenton D Hill

Brenton D. Hill

McMahon Surovik Suttle, P.C.
Brenton Hill

is an attorney at McMahon Surovik Suttle, P.C. where his practice now focuses on estate planning, probate, trust administration, business and commercial law, entity formation and governance, and oil and gas matters. He earned his B.A. degree, summa cum laude, from Baylor University and his J.D, degree, magna cum laude, from Baylor University School of Law.

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