This course will look at what steps need to be taken to administer a Trust Estate while the Trustor/Settlor is alive and after their death, including who makes decisions; who is notified; how are assets transferred/liquidated, and distributed, how and when are debts paid, and what legal formalities need to be followed. We will also look at the issues surrounding beneficiaries residing in real property owned by the parent’s Trust.

Time Zone: PDT