Trusts, Estates & Probate

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Trust Administration: Attorney and Trustee Discussion

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
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina 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
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
Virginia 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
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
Live Online
3 hours
John Dagley
Chuck Brown
Jennifer Rohleder
With John L. Dagley from Buck Keenan LLP + 2 others

Tue, Sep 01, 00:00 AM – 00:00 PM

Product ID 102289

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$319

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Overview

Bridge the Divide Between Intended and Actual Use of Trusts

In this engaging discussion between an experienced trusts and estates attorney and a skilled trustee with a special focus on special needs trusts, we attempt to bridge the chasm between the intended use of trusts and their effective implementation. Benefit from the shared experience on both sides of the trust process and come away with practical tips for avoiding drafting mistakes and improving settlement and administration tasks. No matter your role in trusts and estate planning, you can't afford to miss this practical discussion. Hone your skills - register today!

  • Discuss what planned provisions work, which ones don't, and how to fix it.
  • Determine when a special needs trust is needed, and what unique challenges and opportunities it often presents.
  • Ensure the trust is activated after it's drafted - clarify who must fund it and when.
  • Improve beneficiary reporting: discuss the reasoning behind minimal required disclosures vs. disclosing everything.
  • Explore the real-life implications and intricacies of trusts post-drafting.

This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member attorney Louis Silverman and fiduciary counsel Bridget O'Brien Swartz.

Abbreviated Agenda

  1. Drafting and Interpreting the Trust (With Sample Language)
  2. Special Needs Trusts (SNTs): Unique Considerations
  3. Initial Stages of Trust Administration
  4. Trust Settlement and Ongoing Trust Administration

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Related Topics

Product ID 102289

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
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina 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
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
Virginia 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
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
Select Jurisdiction
CLE
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Agenda

All times are shown in

  1. Drafting and Interpreting the Trust (With Sample Language)

    1. Choosing the Trustee and Drafting for Vacancy and Successorship
    2. Drafting Consistently Throughout Documents (Wills, Financial and Healthcare POAs)
    3. Distinguishing Between Trustees and Other Fiduciaries
    4. How Common Drafting Mistakes Affect Trust Administration
    5. Smoothing the Transition From the Attorney to the Trust Fiduciary

  2. Special Needs Trusts (SNTs): Unique Considerations

    1. When Is the SNT Needed?
    2. High-Level Drafting Considerations
    3. Benefits Eligibility Concerns

  3. Initial Stages of Trust Administration

    1. Identifying Trust Assets, Locating Missing Documentation
    2. Valuing Trust Assets
    3. Identifying, Locating, and Notifying Beneficiaries
    4. Who Funds the Trust and When?

  4. Trust Settlement and Ongoing Trust Administration

    1. Managing Trust Assets and Investments
    2. Making Distributions to Beneficiaries Under the Trust Terms
    3. Recordkeeping
    4. Communicating With and Reporting to Beneficiaries
    5. Dealing With Complexities and Conflict
    6. Modifying and Terminating a Trust
    7. Outsourcing Tasks and Engaging Professionals

Who Should Attend

This engaging legal course is designed for attorneys. Accountants, trustees, other fiduciaries, and paralegals will also benefit.

Speakers

John L Dagley
John L.
Dagley
Buck Keenan LLP
Chuck D Brown
Chuck D.
Brown
Southwest Missouri Bank
Jennifer M Rohleder
Jennifer M.
Rohleder
Dunlap Bennett & Ludwig PLLC
Speaker bio
John L Dagley

John L. Dagley

Buck Keenan LLP
John Dagley

is a partner at Buck Keenan LLP. He handles cases in all aspects of civil litigation. Mr. Dagley represents clients and tries cases for plaintiffs and defendants in state and federal trial courts, arbitrations, and on appeal throughout the United States. He is responsible for winning significant multi-million-dollar settlements and judgments for owners, operators, businesses, organizations, shareholders, and individuals in a wide range of practice areas, including fiduciary and probate, oil and gas, insurance, healthcare, partnerships, closely held businesses, and unique family disputes. Mr. Dagley is board-certified in civil trial law by the Texas Board of Legal Specialization, a specialty certification held by less than one percent of lawyers in Texas. He is regularly asked to participate in continuing legal education events, including the State Bar of Texas Fiduciary Litigation course, State Bar of Texas Breaking Boundaries in Custody Litigation course and StoneTurn Group Intellectual Property Roundtable. Mr. Dagley earned his B.B.A degree from Baylor University, his J.D. degree from Baylor University and his LL.M. degree from Baylor University.

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Speaker bio
Chuck D Brown

Chuck D. Brown

Southwest Missouri Bank
Chuck Brown

is senior vice president, trust officer and general counsel for Southwestern Missouri Bank, a community bank headquartered in Carthage, with eleven branch offices in six communities. Mr. Brown, as head of the trust department, works with numerous tax professionals in the preparation of individual, trust and foundation tax returns. Mr. Brown is a graduate of Central Methodist University and the University of Missouri-Columbia School of law. He was admitted to The Missouri Bar, and practiced estate planning and administration with a regional law firm located in Joplin, prior to his joining the Bank in 2017.

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Speaker bio
Jennifer M Rohleder

Jennifer M. Rohleder

Dunlap Bennett & Ludwig PLLC
Jennifer Rohleder

is a partner at Dunlap Bennett & Ludwig PLLC. She specializes in corporate transactions, capital raising, strategic business counseling, and estate planning for entrepreneurs and business owners. Ms. Rohleder brings over 17 years of legal expertise, advising businesses on complex transactions, growth strategies, and financial structuring. She earned her B.S. degree from Worcester Polytechnic Institute, her J.D. degree from American University, and her M.A. degree from Whitworth College. Ms. Rohleder is admitted to practice law in Virginia, the District of Columbia, and before the U.S. District Court for the Eastern District of Virginia.

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