Estate Planning, Trusts & Probate

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Trust Administration for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Pending 3 Total
Washington Paralegal Association Approved 3 Total
Live Online + OnDemand
3 hours
Tamila Jensen
With Tamila C. Jensen from The Law Offices of Tamila C. Jensen, A.P.L.C.

Tue, Feb 24, 00:00 AM – 00:00 PM

Product ID 101534

Register For Course

Course Includes
$219

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

Master the Fundamentals of Trust Administration

Trusts are critical components of estate planning today. To effectively contribute to your legal team, you need a firm understanding of the legal theory behind them and solid skills in their administration. In this practical course, experrienced faculty break down the essential tasks invovled in managing distributions, trustee duties and powers, dealing with beneficiaries, and more.Register today!

  • Learn the structures and functions of different types of trusts.
  • Identify critical factors in trustee selection.
  • Clearly understand the duties and powers held by the trustee.
  • Get getter at inventorying and controlling assets.

Abbreviated Agenda

  1. Trust Administration Core Concepts
  2. Road Map to Administering a Trust

Related Topics

Product ID 101534

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Pending 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Trust Administration Core Concepts

    1. Modern Trust Use
    2. Basic Definitions
      1. Beneficiary: Income, Contingent, Remainder
      2. Fiduciary/Trustee/Co-Trustee/Trust Protector
      3. Grantor/Settlor/Testator/Trustor
    3. Sources of Authority
      1. Trust Instrument
      2. State Statutory Authority
      3. The Restatement
    4. Clarifying Intent
    5. Trustee Selection

  2. Road Map to Administering a Trust

    1. Trustee Duties
      1. Duties to Beneficiaries, Co-Trustees, Trust Creditors, Settlor
      2. Reasonable Care (The Prudent Investor)
      3. Loyalty (The Humble Trustee)
      4. Impartiality (No Favorites Allowed)
      5. Full Disclosure (Becoming Responsibly Transparent)
    2. Trustee Powers
      1. Receive Assets of the Trust
      2. Manage Trust Property through Investing
      3. Manage and/or Sell Real Property
      4. Insure Trust Assets Against Casualty or Loss
      5. Pay Taxes Owed by the Trust
      6. Resolve and Settle Claims Involving the Trust
      7. Direct and Delegate
    3. Responsible Management: UPAIA and UPIA
    4. Co-Trustees and Effective Delegation
    5. Inventorying and Controlling Trust Assets
    6. Scheduling and Reporting Distributions
    7. Dealing with Beneficiaries and the Exercise of Discretion
    8. Disbursement of Fees and Expenses
    9. Modifying and/or Terminating Trusts: The Paralegal's Role

Who Should Attend

This intermediate 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

Tamila C Jensen
Tamila C.
Jensen
The Law Offices of Tamila C. Jensen, A.P.L.C.
Speaker bio
Tamila C Jensen

Tamila C. Jensen

The Law Offices of Tamila C. Jensen, A.P.L.C.
Tamila Jensen

is the principal of The Law Offices of Tamila C. Jensen, A.P.L.C., where she practices in the area of elder law. She has been practicing law for 40 years, is a former assistant professor at Indiana University and former adjunct professor at Whittier College of Law. Ms. Jensen regularly addresses groups of laypersons on elder law and estate planning issues. She is past president elect of the San Fernando Valley Bar Association, pat president of the Los Angeles County Bar Association, and past president of the Board of Directors of Neighborhood Legal Services. Ms. Jensen earned her B.A. degree, magna cum laude, from the University of California, Berkeley, and her J.D. degree from the University of California Davis School 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.

Have more questions? Please Contact Us