Tag Archives: continuing legal education

The Art of Trust Administration

Continuing Legal Education (CLE) Seminar

Mark Caldwell and Brian Thomas will present a national audio webinar on “The Art of Trust Administration.” On November 6, 2014, Mark and Brian will speak to attorneys and financial planners on key trust administration concepts and explain how to properly administer a trust. They will deal specifically with trustees duties such as the duty of full disclosure, the duty of impartiality, the duty of reasonable care, the duties to beneficiaries, duty of loyalty and further discuss the proper exercise of trustee powers. They will offer useful advise on how trustees can avoid lawsuits because of breach of fiduciary duty.

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Trustee Duties and Discretions in Grantor Trust Administration

Continuing Legal Education (CLE) Seminar

On November 5, 2014, Brian Thomas will conduct a national audio webinar on “Trustee Duties and Discretions in Grantor Trust Administration.” Brian will lecture attorneys and financial advisors regarding the applicable ruling law governing the administration of a grantor trust as well as a detailed discussion of duties and powers owed by a trustee. Brian, whose practice focus is on trust and estate litigation, has lectured attorneys on multiple occasions regarding the proper administration of trusts.

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