Estate Planning, Trusts & Probate

Trust Administration: A Quick Guide for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total
OnDemand
58 minutes
Sam Thomas
With Sam Thomas III from Sam Thomas III Esquire & Associates
Recorded December 31, 2025.
Product ID 101389

Buy This Course

Course Includes
$119

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

A Road Map to Managing a Trust

To effectively contribute to managing trusts, you need a firm understanding of the legal theory behind them and solid skills in their administration. In this rapid-fire course, experienced faculty break down the essential tasks involved in managing distributions, trustee duties and powers, dealing with beneficiaries, and more. Register today!

  • Identify critical factors in trustee selection.
  • Clearly understand the duties and powers held by the trustee.
  • Learn how trust assets are organized, recorded, and managed.

Abbreviated Agenda

  1. Trustee Duties and Powers
  2. Responsible Management: UPAIA and UPIA
  3. Co-Trustees and Effective Delegation
  4. Inventorying and Controlling Trust Assets
  5. Scheduling and Reporting Distributions
  6. Dealing With Beneficiaries and the Exercise of Discretion
  7. Disbursement of Fees and Expenses
  8. Modifying and/or Terminating Trusts: The Paralegal's Role

Related Topics

Product ID 101389

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 1 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 1 Total Credits

Earn Until

OnDemand - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 1 Total Credits

Earn Until

OnDemand - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Video Download - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 1 Total Credits

Earn Until

OnDemand - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 1 Total Credits

Earn Until

OnDemand - NALA - 1: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 1.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 1: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 1.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 1 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 1 Total Credits

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 1: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 1 Total Credits

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).

Ohio Certified Paralegals Approved · 1 Total Credits

Earn Until

OnDemand - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 1 Total Credits

Earn Until

OnDemand - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Video Download - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 1 Total Credits

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Washington Paralegal Association Approved · 1 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Trust Administration: A Quick Guide for Paralegals

    1. Trustee Duties and Powers
    2. Responsible Management: UPAIA and UPIA
    3. Co-Trustees and Effective Delegation
    4. Inventorying and Controlling Trust Assets
    5. Scheduling and Reporting Distributions
    6. Dealing With Beneficiaries and the Exercise of Discretion
    7. Disbursement of Fees and Expenses
    8. Modifying and/or Terminating Trusts: The Paralegal's Role

Who Should Attend

This basic level course will teach attendees how to effectively handle the paralegal duties associated with trust administration. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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