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Friday, March 27, 2020, 1:00-2:00pm

There are many more small trusts than large trusts and they pose special challenges for trust planners and administrators.

The fees paid to trustees and to investment professionals, together with ongoing reporting and fiduciary income tax compliance costs, can consume a substantial portion of the trust’s liquid assets or income.

There are also the challenges in the types of assets commonly held by small trusts. In other instances, trusts may cease to be practically and financially viable, and may need to be restructured or even terminated.

This program provides a practical guide to drafting, structuring and administering small trusts – and what to do when they cease to be viable entities.

  • Economics of small trusts – trustee compensation, reimbursement of expenses, investment fees
  • Challenges of trust management of operating businesses and real estate
  • Restructuring or terminating trusts that are no longer economically viable
  • Custodial accounts and other alternatives to small trusts
  • Choosing a trustee for a small trust versus a larger trust

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
March 27, 2020 1:00 PM Eastern
Length:
1 hour
Registration Fee:
Free
Special Issues in Small Trusts | Phone/Audio Streaming
TUITION RATE.    

All Attendees: $80


Early discount and CLE Premier Pass rates are not available for this program. 

FACULTY.  
Speaker Information
John T Midgett   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
Questions?
CLE Premier Pass