Trusts, Estates & Probate

4.4

Trusts in Estate Administration

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 58 minutes
Genevieve Redd
Jennifer McInerney
Adriann McGee
Adam Taylor
With Genevieve G. Redd from Leech Tishman + 3 others
Recorded October 07, 2025.
Product ID 101070

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Course Includes
$429

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Course Book Download

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$129/month
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Overview

Make Certain the Grantor's Intent is Carried Through

Administering trust-based estates requires specialized skills and impeccable attention to detail. This essentials course will help you succeed in guiding trustees through their duties and preventing and resolving disputes. Register today!

  • Walk through the key steps of trust administration from grantor's death to fiduciary discharge.
  • Ensure each trust is administered in accordance with trust codes and tax laws.
  • Identify and address conflicts that arise between trustees and beneficiaries.
  • Help trustees minimize the risk of fiduciary duty breach and liability.
  • Explore common client complaints and discover ways of preventing them.

Abbreviated Agenda

  1. Trust Interpretation and Modification
  2. Trust Administration Tasks and Issues
  3. Trust Tax Issues in Estate Administration
  4. What You Need to Know About Trusts
  5. Trust Litigation 101
  6. Ethical Issues Attorneys Face in Estate Administration

Related Topics

Product ID 101070

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Trust Interpretation and Modification

    1. Reviewing the Trust for Red Flags, Special Instructions, and Ambiguous Provisions
    2. Nonjudicial Settlement Agreements (NJAs)
    3. Modification, Termination, and Reformation

  2. Trust Administration Tasks and Issues

    1. Trustee's Duty to Serve Notice and Other Required Notices
    2. Documents to Obtain, Documents to Prepare
    3. Receiving and Managing Trust Assets: Inventorying, Investing, and Accounting
    4. Resolving Debts and Paying Expenses
    5. Preparing the Accounting and Distribution Plan
    6. Disposition of Trust Assets (With Asset Allocation Agreement)
    7. Trustee Fees and Discharge (What's Reasonable When the Trust Doesn't Specify Compensation?)

  3. Trust Tax Issues in Estate Administration

    1. The Basis of Assets Transferred From the Trust to Beneficiaries
    2. Tax Planning for Trust Distributions
    3. Recordkeeping
    4. Trust Income Tax Filings (Form 1041)
    5. Allocation of Qualified Dividends and Capital Gains
    6. Avoiding QTIP Election Mistakes in Large Estates

  4. What You Need to Know About Trusts

    1. Definition and Purpose
    2. Types and Uses
    3. Key Parties and Their Roles
    4. Governing Law
    5. What Must Be Done When a Trust Becomes Irrevocable Upon Death

  5. Trust Litigation 101

    1. Common Causes of Trust Disputes
    2. Litigation Strategies
    3. Alternative Dispute Resolution
    4. Notable Case Law and Current Trends
    5. Preventive Measures

  6. Ethical Issues Attorneys Face in Estate Administration

    1. Guarding Confidentiality
    2. Top Client Complaints (And What You Can Do to Avoid Them)
      1. Lack of Communication
      2. Neglect/Lack of Diligence
      3. Mismanagement of Funds/Property
      4. Conflicts of Interest
      5. Failure to Properly Advise
    3. Attorneys Acting as Trustees or Executors

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, and paralegals will also benefit.

Speakers

Genevieve G Redd
Genevieve G.
Redd
Leech Tishman
Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
Adriann S McGee
Adriann S.
McGee
Reminger Co., LPA
Adam M Taylor
Adam M.
Taylor
Reminger Co., LPA
Speaker bio
Genevieve G Redd

Genevieve G. Redd

Leech Tishman
Genevieve Redd

is an attorney for Leech Tishman. She focuses her practice on estate planning, trust and estate administration, succession planning and tax solutions. Ms. Redd is admitted in Illinois, New Jersey, New York and Pennsylvania. She earned her B.A. degree, cum laude, from the University of Pittsburgh and her J.D. degree from the University of Pittsburgh School of Law. Ms. Redd holds the John P. Gismondi Certificate in Advanced Litigation and a Tax Law Certificate. She is a member of the Chicago Bar Association (co-chair, Young Lawyers Section), Allegheny County Bar Association (membership services co-chair and leadership initiative program), Pittsburgh Civic Light Opera Ambassadors Board of Governors, and the Junior League of Chicago. Ms. Redd has received a Pennsylvania Rising Star by Pennsylvania Super Lawyers Magazine, a Rising Star Award from the Chicago Bar Association, and ABA Service to the Bar Award and ABA Service to the Community Award both from Allegheny County Bar Association.

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Speaker bio
Jennifer M McInerney

Jennifer M. McInerney

McInerney Law
Jennifer McInerney

is an attorney with McInerney Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.

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Speaker bio
Adriann S McGee

Adriann S. McGee

Reminger Co., LPA
Adriann McGee

is an attorney at the law firm of Reminger Co., LPA in Columbus, Ohio, where she focuses her legal practice in the areas of fiduciary litigation, financial exploitation, incompetence and undue influence cases, power of attorney abuse, trust and will contests, probate administration, guardianship administration and disputes. Prior to joining the firm, Ms. McGee practiced plaintiff's litigation and served as a guardian ad litem. She is a member of various professional bar associations, including the Ohio State Bar Association, Columbus Bar Association, Ohio Guardianship Association, and Ohio Women's Bar Association. Ms. McGee is also a member of the Chief Justice Moyer Inns of Court. She earned her B.A. degree from the University of Missouri and her J.D. degree from Florida Coastal School of Law.

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Speaker bio
Adam M Taylor

Adam M. Taylor

Reminger Co., LPA
Adam Taylor

is an attorney at Reminger Co., LPA. He practices in probate estate and trust disputes, undue influence and financial exploitation, guardianships, and estate planning. Since joining Reminger as a law clerk in 2022, Mr. Taylor has gained extensive practical experience across all stages of legal proceedings, including pre-suit investigation, pleadings, discovery, motion practice, alternative dispute resolution, and trial. He graduated magna cum laude from The Ohio State University Moritz College of Law, where he served as an online articles editor for the Ohio State Law Journal.

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