Trust Management and Fiduciary Trust Accountings

This course offers a clear overview of a trustee’s duties, focusing on the responsibilities to inform and report under the Uniform Trust Code. Key topics include who is entitled to trust information, what must be disclosed, and how to handle trust accountings. Attendees will gain practical guidance on trust reporting, managing principal and income, and meeting deadlines. The presenter will highlight general guidelines and address the ways state laws may vary.

Presented by: Vanessa Terzian, JD

CLE: 1.0 general credit

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.