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Course Details

Basics Of Trust Administration

Webinar: ID# 1022818
Recorded CD
Qty:
About This Course:
Despite the perceived complexities behind formation and administration of trusts, a trust is one of the most useful tools to help clients achieve estate planning goals in various circumstances.

This webinar will unbundle the trust to its basic components. The information will provide a platform that can be used to concisely explain, discuss, and market the use of trusts as a complementary tool to a client's estate planning portfolio.

Identify a trustee's powers and obligations, and the role of a trust beneficiary. Understand general rules governing income taxation of trusts and how it impacts income taxation of trust beneficiaries.

This course will be helpful to new and seasoned advisors who wish to incorporate the use of basic trust structures in a client's estate planning portfolio and will highlight pertinent issues to assist advisors in the efficient management and administration of well-established trusts.

Agenda

Identification
  • Key Players
  • Trust Types
  • Beneficiaries
  • Jurisdiction
Trust Modification
  • Revocable vs. Irrevocable
  • Jurisdiction – Choice of Law
The Trustee
  • Fiduciary Duties
  • Powers
  • Succession
Trust Assets
  • Real Property vs. Tangible Property
  • Funds Held in Financial Institutions
  • Digital Assets – Be Wary
Beneficiaries
  • Revocable vs. Irrevocable
  • Class
Trust Termination and Probate Court
  • Lifetime Trusts vs. Testamentary Trust Termination
  • Probate Court Involved at Death or Modification of Irrevocable Trust
Applicable Tax Rules
About The Presenters

Jennifer V. Abelaj, Esq., CPA
  • Attorney at Katsky Korins LLP
  • Experienced financial background focusing on tax and estate planning matters, including estate and gift taxation, charitable giving and tax planning, business succession planning, and not-for-profit creation and compliance
  • Member of the New York State Bar Association, and was a court-appointed court examiner for New York State Supreme Court guardianship matters
  • Fluent in Spanish, conversant in Slovak
  • J.D. degree, St. John’s University School of Law; B.S. degree, Fordham University, College of Business Administration
Anta Cisse-Green, Esq., L.L.M., T.E.P.
  • Senior Counsel at Akin Gump Strauss Hauer & Feld LLP
  • Seasoned tax professional who advises clients on the tax efficient use of complex strategies to transfer wealth to family members using various estate, gift generation skipping and charitable vehicles
  • Represents and advises public charities and foundations on various governance, tax and administration issues
  • Member of the New York State Bar Association, the New York City Bar Association and is the current Trusts and Estates editor for eReport, the online publication of the American Bar Association, Real Property Trusts and Estates Section
  • Certified as a Trust and Estate Practitioner with the Society of Trust and Estate Practitioners
  • Superlawyers New York Metro Rising Star 2013 to 2014, Estate Planning & Probate
  • National Black Lawyers Top 100 Attorneys
  • L.L.M. degree, New York University School of Law; J.D. degree, magna cum laude, Brooklyn Law School
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Basics Of Trust Administration
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