Basics of Estate and Trust Administration: Skills Training for Estate Planners

Overview


Toni Ann Kruse led a fundamentals program hosted by the American Bar Association, Real Property, Trust and Estate Law Section, focusing on skills training for estate planners.

The session reviewed the steps in an estate administration and considerations for executors, as well as the operational side of trusts including the role of trust accountings and the duties of a trustee.

To learn more, please click here.

Dig Deeper

Orlando, Florida / Speaking Engagements / January 13, 2022

56th Annual Heckerling Institute on Estate Planning

Webinar / Speaking Engagements / November 15, 2021

Practical Planning with Cryptocurrency and Other Digital Assets

Webinar / McDermott Event / October 21, 2021

2021 Family Office Tax Roundtable

Jersey / Speaking Engagements / October 14, 2021

Mourant Jersey Trusts Forum

Guernsey / Speaking Engagements / October 12, 2021

Mourant Guernsey Trusts Forum

Conference / Speaking Engagements / October 11, 2021

Thought Leaders 4 Private Client: Jersey

Get In Touch