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Rules of Trust Administration in Texas - Webinar

  • ID: 3947523
  • Webinar
  • Region: Texas
  • 90 Minutes
  • Lorman Business Center, Inc.
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Understand the duties and powers of trustees and the laws surrounding trust administration in Texas.

Although trusts are a common vehicle to hold and transfer assets, many professionals either avoid trusts or delegate trust-related work for fear of being uninformed and ill-equipped in trust mechanics. This topic will equip professionals with a better understanding of the duties and powers of Texas trustees and the laws surrounding trust administration in Texas.

The content will outline the necessary administrative steps to take when an individual creates a trust in his or her will, what to do when the settlor of a grantor trust dies, and what options are available if the trust is not working’. The topic will also update you with recent changes made by the legislature relating to trust administration. This information will give professionals confidence and familiarity to incorporate trusts in their clients’ estate planning and provide them with the skills to administer trusts efficiently and effectively.

Learning Objectives
  • You will be able to define the role of trust protectors as described in the new section added to the Texas Property Code in 2015.
  • You will be able to describe the steps to follow in administering a trust after a client passes away.
  • You will be able to discuss the investment and distribution obligations of Texas trustees.
  • You will be able to explain the duties of a trustee as required by the Texas Property Code.
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William R. Hayes, Hayes & Wilson, PLLC
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This webinar is designed for attorneys, accountants, CPAs, trust administrators, trust officers, bankers, financial planners, presidents, vice presidents, CFOs, controllers, tax managers and insurance professionals.
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