1. Basic Trust Administration – Outright distribution
a. Notification
b. Marshalling Assets
c. Inventory & Appraisal
d. Distribution – Memorialize distribution in a formal distribution
agreement which releases Trustee of liability and potentially
waives accounting if all beneficiaries amenable
2. Basics of Trust Administration upon the death of the first spouse.
3. Basics of Trust Administration upon death of second spouse
4. FORMS
Agenda
Faculty
John Mayer
Ross, Banks, May, Cron, & Cavin PC
- Shareholder in the law firm of Ross, Banks, May, Cron & Cavin, P.C.
- Practices in the areas of collections and commercial litigation
- Board certified in civil trial law by the Texas Board of Legal Specialization
- Pre-eminently rated by Martindale-Hubbell Law Directory
- Frequent writer and lecturer on all aspects of collections and creditors rights
- 25-year member of the Commercial Law League of America
- J.D. degree, The University of Texas School of Law; B.A. degree, Phi Beta Kappa, University of New Mexico
- Can be contacted at 713-626-1200 or [email protected]
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