Your Guide to Estate and Trust Administration Essentials
Paralegals are responsible for many critical aspects through the administration of estates and trusts. Manage your tasks efficiently and completely with this comprehensive course. Gain a firm understanding of the core concepts for trust and estate administration. Get ready to assist attorneys, personal representatives, and financial professionals in managing aspects of the estate from start to finish. Register today!
Understand the basic concepts of trust administration.
Discuss the role and responsibilities of the trustee.
Take a closer look at the fundamental role paralegals play in trust administration.
Dive in to the process and procedures associated with estate administration.
Properly handle tax issues related to estate administration.
Review the necessary steps for distribution and closing of the estate.
Trust Administration Core Concepts
Understanding the Duties of the Trustee
Administration of the Trust: The Paralegal's Role
Estate Administration: Process, Proceedings and Information Gathering
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Estate Planning and Probate Law
SARAH J. BARNES is an attorney and trust officer with the Bank of Sun Prairie, in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration matters. Ms. Barnes also deals with tax-related matters. She previously was in private practice where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court-appointed guardian ad litem in guardianship matters. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.
T. JAMES LEE is a shareholder and director in the Phoenix office of Fennemore Craig, P.C., and chairs the firm’s private wealth preservation (trusts and estates) practice group. He is certified as a trust and estate specialist by the State Bar of Arizona, and practices in the areas of estate planning, trust and estate administration, charitable giving, business design and structuring, international taxation, and commercial transactions. Mr. Lee serves on Arizona’s Estate and Trust Advisory Commission, and is also a member of the American Bar Association, the Utah State Bar, the ABA's Committee on Estate and Gift Taxes (Taxation Section), and is a fellow of the American College of Trust and Estate Counsel (ACTEC). He earned his B.A. degree in business management from Brigham Young University, with distinction as the top business school graduate in the area of entrepreneurship. He graduated, with honors, from the J. Reuben Clark Law School at BYU.
PAUL F. WRIGHT is a senior partner with The Wright Firm LLP, and the managing partner of the firm’s Dallas office. His practice concerns fiduciary and business litigation, contested and uncontested probate and guardianship matters, as well as estate and business planning. His litigation practice focuses on resolving estate and trust disputes, as well as representing closely-held and middle-market businesses. Mr. Wright’s transaction practice involves counseling individuals, families, widows, business owners and professionals (primarily physicians) in estate and tax planning, wealth preservation, post-divorce planning and asset rehabilitation, and advising business owners regarding ongoing legal matters that affect businesses. Mr. Wright is a licensed attorney and a certified public accountant, and is board certified in estate planning & probate law by the Texas Board of Legal Specialization. He is a member of the Dallas Bar Association, the American Bar Association, the Texas Society of CPAs, the National Academy of Elder Law Attorneys, and the National College of Probate Judges. Mr. Wright earned his B.S. degree in accounting from the University of North Texas, his M.S. degree in taxation from the University of North Texas, and his J.D. degree from South Texas College of Law.
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