Gain a thorough understanding of trust administration best practices.
Trustees and successor trustees have limited understanding of the myriad duties and responsibilities that come along with the office. These individuals inadvertently miss important deadlines and unknowingly breach their duties. This presentation will explore provisions of the Uniform Trust Code which form the basis for the trust code in most states in detail. The program will explain trustee duties and responsibilities which will enable those advising beneficiaries and trustees to provide meaningful advice regarding all aspects of trusts administration.