Trusts, Estates & Probate

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Estate Closing and Trust Administration Tasks, Forms, and Procedures: A Quick Guide

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Arizona CPE for Accountants Approved 1.5 Total
New York CPE for Accountants Approved 1.5 Total
Washington CPE for Accountants Approved 1.5 Total
Wisconsin CPE for Accountants Approved 1.8 Total
CPE for Accountants/NASBA Approved 1.5 Total
Live Online
1 hours 30 minutes
Daniel Del Collo
With Daniel Del Collo III from The Law Office of Daniel Del Collo III

Tue, Aug 04, 00:00 AM – 00:00 PM

Product ID 102259

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$229

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Overview

Build Your Trusts and Estates Skills

Get a firm grasp of trust and estate accountings with this practical guide to the key forms and procedures involved. This fast-paced legal course will walk you through the steps of estate closing and trust administration and offer practical tips for keeping impeccable records and making distributions that don't spur disputes. Register today!

  • Get practical tools and sample documents for settling an estate.
  • Account for unique factors in making distributions to minors.
  • Identify key tasks involved in managing trust assets.
  • Learn how to properly report income.
  • Determine when and how to make distributions.

Abbreviated Agenda

  1. Key Tasks and Procedures of Closing an Estate (With Sample Documents)
    1. Distributions in Kind
    2. Distributions to Minors, Surviving Spouse, and Trusts
    3. Settlement of the Estate: Accounting and Closing Procedures
    4. Compensation and Discharge of the Administrator
    5. Sample Forms, Letters, and Documents
  2. Key Tasks and Procedures of Trust Administration (With Forms)
    1. Overview of the Trust Administration Process and Timeline
    2. Providing Required Notices
    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: Real Property, Personal Property, and Other Asset Types
    7. Paying the Trustee and Terminating the Trust
    8. Sample Forms, Letters, and Documents

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Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102259

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Arizona CPE for Accountants Approved 1.5 Total
New York CPE for Accountants Approved 1.5 Total
Washington CPE for Accountants Approved 1.5 Total
Wisconsin CPE for Accountants Approved 1.8 Total
CPE for Accountants/NASBA Approved 1.5 Total
Select Jurisdiction
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Agenda

All times are shown in

  1. Estate Closing and Trust Administration Tasks, Forms, and Procedures: A Quick Guide

    1. Key Tasks and Procedures of Closing an Estate (With Sample Documents)
      1. Distributions in Kind
      2. Distributions to Minors, Surviving Spouse, and Trusts
      3. Settlement of the Estate: Accounting and Closing Procedures
      4. Compensation and Discharge of the Administrator
      5. Sample Forms, Letters, and Documents
    2. Key Tasks and Procedures of Trust Administration (With Forms)
      1. Overview of the Trust Administration Process and Timeline
      2. Providing Required Notices
      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: Real Property, Personal Property, and Other Asset Types
      7. Paying the Trustee and Terminating the Trust
      8. Sample Forms, Letters, and Documents

Who Should Attend

This legal program is designed for attorneys. It will also benefit accountants, fiduciaries, wealth managers, tax planning specialists, trust officers, tax managers, and paralegals.

Speakers

Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.

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