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There are many more small trusts than large trusts and they pose special challenges for trust planners and administrators. The fees paid to trustees and to investment professionals, together with ongoing reporting and fiduciary income tax compliance costs, can consume a substantial portion of the trust’s liquid assets or income. There are also the challenges in the types of assets commonly held by small trusts. In other instances, trusts may cease to be practically and financially viable, and may need to be restructured or even terminated. This program will provide you with a practical guide to drafting, structuring and administering small trusts – and what to do when they cease to be viable entities.
Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hour
John T. Midgett, Midgett & Preti PC – Virginia Beach, Virginia
Missia H. Vaselaney, Taft, Stettinius & Hollister, LLP – Cleveland, Ohio