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.
Agenda
Faculty
Tereina Stidd, J.D., LL.M.
American Academy of Estate Planning Attorneys, Inc.
- Director of Education at the American Academy of Estate Planning Attorneys, a national organization dedicated to promoting excellence in estate planning
- Practice focuses on helping Member firms resolve issues ranging from how best to structure an estate plan to determining which sections of the Internal Revenue Code will apply to a particular transaction to administering estates and trusts efficiently
- Prior experience includes over 15 years in private practice, working in AM Law Top 100 and 200 firms, mid-sized firms, and boutiques
- Frequent presenter at national conferences and legal education programs on topics such as trust administration, probate processes, tax implications, and estate planning strategies
- Co-Author, Chapter 6 Homestead in Basic Estate Planning in Florida, 6th-11th ed., published by the Florida Bar
- Member of the Florida Bar and North Carolina Bar (inactive status)
- J.D. Degree, the Claude W. Petit College of Law at Ohio Northern University; LL.M. Degree in taxation, the University of Miami School of Law; B.A. Degree in political science, cum laude, St. Bonaventure University
- Can be contacted at [email protected] or (858) 300-4730
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