Live Chat ×
Skip to main content

2019 Teleconference: PRACTICAL SOLUTIONS TO VEXING TRUST ADMINISTRATION DILEMMAS

Description

The lawyer preparing a trust instrument, and the Trustee interpreting and implementing what the lawyer has written, must engage in a delicate balancing of the intentions of the testator/settlor and the current and anticipated future needs, desires and circumstances of the beneficiaries. Even superb estate planning instruments may founder due to ineffective or defective trust administration. How challenges such as the following are addressed may determine whether a trust administration calamity ensues:

  • Conscientiously adhering to governing instrument directives
  • Avoiding adverse tax consequences that may result from trust and estate settlements
  • Trustee selection
  • Trustee compensation
Need an Invoice? For your convenience, you may now select “Invoice Me” at checkout or if you prefer to send an email to be invoiced, our CS Team (support@blueskyelearn.com) would be happy to assist you.

Cancellation Policy

If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.
Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.

Contributors

  • Charles A. Redd

    Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson Leonard Street LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.

  • Margaret E.W. Sager

    Margaret E.W. Sager received her B.A., summa cum laude, from the University of Richmond in 1982 and her J.D. from the University of Virginia School of Law in 1985. Her practice includes estate planning for high-net worth individuals, trust and estate administration, fiduciary litigation and related dispute resolution, guardianships of incapacitated persons and charitable giving.

August 27, 2019
Tue 1:00 PM EDT

Duration 1H 30M

Already Registered? System Requirements »