Trusts, Estates & Probate

4.36

Troubleshooting Trusts 101

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois 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 Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania 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
OnDemand
1 hours 28 minutes
Joshua Driskell
Daniel Sullivan
With Joshua R. Driskell from Lagerlof, LLP + 1 other
Recorded May 10, 2024
Product ID 98655

Buy This Course

Course Includes
$229

OnDemand Video

Video Download

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Resolving Problems and Correcting Mistakes

Between opaque legal frameworks, tax complexities, and clashing family dynamics, beginners and seasoned practitioners alike can find themselves in over their heads. That's why we've created this fast-paced pocket guide to tackling trust troubles. Identify key pain points and walk through practical solutions our experienced faculty have spent years acquiring. Build your skills - register today!

  • Identify key trustee problems, from co-trustee conflict to breach of duty.
  • Learn how to avoid and fix ambiguity in trust language.
  • Find workarounds for irrational actors when emotions and family tensions run high.
  • Explore effective ways of winding down ineffective trusts.

Abbreviated Agenda

  1. Common Trust Issues: Improper Creation, Disputes, Challenging Beneficiaries, Trustee Mismanagement, etc.
  2. Addressing Trustee Troubles
  3. Resolving Beneficiary Disputes
  4. Resolving Ambiguities in Trust Language
  5. Correcting Tax Issues
  6. Winding Down Trusts

Related Topics

Product ID 98655

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois 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 Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Troubleshooting Trusts 101

    1. Common Trust Issues: Improper Creation, Disputes, Challenging Beneficiaries, Trustee Mismanagement, etc.
    2. Addressing Trustee Troubles
    3. Resolving Beneficiary Disputes
    4. Resolving Ambiguities in Trust Language
    5. Correcting Tax Issues
    6. Winding Down Trusts

Who Should Attend

This legal briefing is designed for attorneys. Accountants, trustees, other fiduciaries, wealth managers, and paralegals will also benefit.

Speakers

Joshua R Driskell
Joshua R.
Driskell
Lagerlof, LLP
Daniel J Sullivan
Daniel J.
Sullivan
Lagerlof, LLP
Speaker bio
Joshua R Driskell

Joshua R. Driskell

Lagerlof, LLP
Joshua Driskell

is a managing partner with Lagerlof, LLP, where he practices in the areas of business, tax, estate, fiduciary, and related matters. He is a member of the Pasadena Bar Association, Los Angeles County Bar Association and the State Bar of California. Mr. Driskell earned his bachelor's degree from Bowling Green State University, his M.B.A. degree from the University of Findlay and his J.D. degree from the University of Toledo College of Law. He is admitted to practice law in all California state courts, all Ohio state courts, United States Tax Court, United States District Court for the Central District of California, United States District Court for the Northern District of Ohio and United States District Court for the Western District of Michigan.

View full profile
Speaker bio
Daniel J Sullivan

Daniel J. Sullivan

Lagerlof, LLP
Daniel Sullivan

is a senior associate attorney at Lagerlof, LLP in the corporate and tax department. He focuses his practice on corporate transactions, as well as basic and advanced estate, gift, and income tax planning arising in the areas of wealth succession and business succession. As a tax agent, Mr. Sullivan has successfully represented clients in various complex property tax assessment appeals before the Los Angeles County Assessment Appeals Board. He earned his bachelor’s degree and his J.D. degree from Pepperdine University, and his LL.M. degree in estate planning from the University of Miami School of Law.

View full profile

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us