Understanding and Managing Common Trusts and How They Affect Executors and Trustees

$125.00

Clear
Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on July 15, 2021

In this 90 minute program designed for both attorneys and paralegals, you will learn the most important fundamentals of how and why trusts are funded (and terminated), how trustees carry out their duties and limit their liability exposure.

Speaker Bio
1.5 General Credits
Course Agenda

Attorney David FreesDavid Frees
David M. Frees III is a partner and chairman of Unruh, Turner, Burke & Frees, P.C.'s trust, estate and wealth preservation section. He is a graduate of The University of Pennsylvania Law School and a past chairman of the Chester County Community Foundation located in Chester County, Pennsylvania.

Mr. Frees is an author and regular speaker on the topics of estate practice marketing, estate and trust planning, estate dispute mediation, influence and persuasion. He has spoken to audiences from Harvard, Yale, Cornell, Dickinson and Washington Colleges, as well as Comcast, Aramark Corporation, Travelers, GE and many other corporations and conventions. Mr. Frees also has appeared on more than 100 radio and television shows including those on Fox, NPR and PBS.

Contact David Frees

1.5 General Credits

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Course Agenda

Trusts that Affect Estate Administration

  1. When Trusts are Included in the Estate
  2. What Must be Done when the Trust Becomes Irrevocable
  3. Post-Mortem Trust Funding (Credit Shelter, Marital and Beneficiary Trusts)
  4. Designated Beneficiary Trusts

Handling Distributions

  1. Discretionary Distributions
  2. Mandatory Distributions
  3. Refunding Agreements
  4. Spendthrift Trusts and Creditor Attachments
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