Estate and Trust Administration: Key Tasks, Forms, Procedures and More

National Business Institute
Training overview
Professional Course
Webinar
6 hours
From 389 USD

Start dates
Online
389 USD
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Course description

Estate and Trust Administration: Key Tasks, Forms, Procedures and More

All the planning instruments are put to the real test when the person passes away and their affairs are to be laid to rest. Do you have the knowledge, skills and resources to ensure the estate and trust administration go off without a hitch? This practical legal guide will take you through the process step-by-step and give you the know-how for managing estate assets, trust distributions, tax reporting and much more.

Training content

  1. Estate Administration Road Map: Preliminary Considerations
  2. Key Tasks and Procedures of Estate Administration
  3. Key Tasks and Procedures of Closing an Estate
  4. Trust Administration Road Map: Preliminary Considerations
  5. Key Tasks and Procedures of Trust Administration
  6. Tax Hurdles in Estate and Trust Administration
  7. Ethical Issues in Estate and Trust Administration

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More than 1.3 million professionals have trusted NBI with their training

With 35+ years of expertise, we understand the needs of professionals seeking continuing education

Our diverse catalog of 4,000+ courses covers topics in all legal disciplines

About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...


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National Business Institute

1218 McCann Dr
54720 Altoona WI

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