Estate Planning, Trusts & Probate

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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
Live Online + OnDemand
1 hour
Sam Thomas
With Sam Thomas III from Sam Thomas III Esquire & Associates

Product ID 101389

Register For Course

Course Includes
$119

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

or
Upgrade to IPE Unlimited Pass and Get This Course
$69/Month

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
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
Sam Thomas III Esquire & Associates
Speaker bio
Sam Thomas III

Sam Thomas

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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Top FAQs

What is included with my course purchase?

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.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

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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