This program is going to provide an overview of a basic trust administration upon the death of an individual. We are going to discuss the process from the initial client meeting through to the final distribution. Along the way we will cover (i) the trust administration initialization process; (ii) asset collection and accounting (iii) taxes· and (iv) distribution. Since this is a basic trust administration program, we are not going to cover certain common, but advanced, topics including estate tax returns long term trust administration, probates, international issues and trust funding formulae.

§  When: December 19th, 2024

§  Where: Online Webinar

§  Presenters: Vern L. Adkins

§  MCLE Credit for General Substantive Law: 1.0 Units

About the Presenter:

Vern Adkins is an attorney with Lathrop GPM LLP.  Vern works with high net worth individuals and families on their wealth transfer planning, including everything from basic estate planning with a revocable trust, to advanced tax planning techniques including grantor retained annuity trusts (GRATs), sales to intentionally defective grantor trusts (IDGTs) and multi-generational trusts which are exempt from the generation skipping transfer (GST) tax.

Registration Fee: Free for members; $25 for non-members

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