This presentation covers the steps of the trust administration process:
- Notification and marshaling assets
- Inventory and appraisal
- Allocation or distribution
- Understand the duties and responsibilities in being the successor trustee.
PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
Introduction to Trusts and Trust Management
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About the Course
Member Price: $75.00
Non-Member Price: $105.00
CE Awarded:
1.5
Monica Goel has been rated “superb” by AVVO and names as one of the top estate planning attorneys. With over fifteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, trust and probate litigation.
Monica’s presentation focuses on presenting the ethical challenges facing fiduciaries in the estate and trust practice. She also provides case examples on how to avoid breaches of fiduciary duty and protect yourself from liability.