Walk through the administrative steps to terminate a trust.
When the time for the termination of a trust has arrived, the trustee has such powers and duties as are appropriate for the winding up of the trust. The administrative steps are the same for an early termination or a standard termination. The general theme of any trust termination is communication and documentation. These things will keep you out of the most trouble. This video reviews the ongoing fiduciary duties, distribution plans and tax considerations.
Agenda
Faculty
Stacey P. Nakasian, Esq.
Duffy & Sweeney, LTD
- Partner in the Providence, R.I. law firm of Duffy & Sweeney, LTD where she chairs the Litigation Department
- More than 26 years of experience as a commercial litigation and trial lawyer with a specialty in trust and fiduciary law
- Recognized by Best Lawyers as Lawyer-of-the-Year, 2015, for the categories of litigation-trusts and estates; included in the Top 50 Female New England Super Lawyers, 2013; named as “Leader in the Field” of commercial litigation by Chambers USA for years
- J.D. degree, Order of the Coif, The George Washington University Law School; B.A. degree, cum laude, University of Virginia
Lauren K. Drury, Esq.
The Washington Trust Company
- Vice President, Chief Fiduciary Officer
- Estate planning, estate administration, and trust administration
- Co-editor of A Practical Guide to Estate Planning in Rhode Island (2022)
- Member of the Rhode Island Bar, Federal District Court Bar, Estate Planning Council of Rhode Island
- J.D. degree, Case Western Reserve School of Law; B.A. degree, Muhlenberg College
- Can be contacted at [email protected] and 401-348-1300
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