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

presented by NBI, Inc.
View the NBI, Inc.

Summary

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

Workshop Description/Agenda

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.

Agenda

All times are shown in Eastern time.

  1. Key Tasks and Procedures of Closing an Estate (With Sample Documents)
    2:00 - 2:45, Kimberly S. Foulk
    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)
    2:45 - 3:30, Tye J. Cressman
    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, wealth managers, tax planning specialists, trust officers, tax managers, and paralegals.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Probate

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

Live Webinar Date/Time