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Rules of Florida Trust Administration - Webinar

  • ID: 4302560
  • Webinar
  • Region: Florida
  • 90 Minutes
  • Lorman Business Center, Inc.
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Understand the duties and powers of trustees and the laws surrounding trust administration in Florida.

Estate and trust counsel and other professionals are often asked to provide assistance for the administration of Florida trusts. This material will provide the steps necessary for effective trust administration. The topic also explains the rights of beneficiaries of trusts, which is significant as Florida provides trust beneficiaries valuable, yet sometimes overlooked, rights. As an estate and trust litigator, Sean will also be discussing suggestions to avoid costly litigation. The topics include annual accountings, reformation of trusts, trusts during a guardianship or periods of incapacity and issues relating to attorney’s fees.

Learning Objectives
  • You will be able to describe reformation of trusts.
  • You will be able to recognize initial steps when trust becomes irrevocable.
  • You will be able to discuss annual accounting.
  • You will be able to explain attorney’s fees for trustee counsel and beneficiary counsel.
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Initial Steps When Trust Becomes Irrevocable
- Notices
- Relationship

Annual Accounting
- Avoiding Litigation
- Statutory Notices

Resignation, Removal, and Appointment of Successor Trustees

Reformation of Trusts
- Different Statutory Provisions

Revocable Trusts During Guardianship/Periods of Incapacity
- Duties of Trustee
- Recent Case Law Updates

Attorney's Fees for Trustee Counsel and Beneficiary Counsel
- Non- Litigation Context
- Litigation Context
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Sean Lebowitz, Gutter Chaves Josepher Rubin Forman Fleisher Miller PA
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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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