Washington State Paralegal Association

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Trust Administration for Paralegals

  • 02/27/2024
  • 9:00 AM - 12:15 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Trust-Administration-for-Paralegals/Video-Webinar/98062ER_4022209?st=WA

Program Description

Master the Fundamentals of Trust Administration

Trusts are critical components of estate planning today. To effectively contribute to your legal team, you need a firm understanding of the legal theory behind them and solid skills in their administration. In this practical course, experrienced faculty break down the essential tasks invovled in managing distributions, trustee duties and powers, dealing with beneficiaries, and more.Register today!

  • Learn the structures and functions of different types of trusts.
  • Identify critical factors in trustee selection.
  • Clearly understand the duties and powers held by the trustee.
  • Get getter at inventorying and controlling assets.

Who Should Attend

This intermediate level course will teach attendees how to effectively handle the paralegal duties associated with trust administration. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  1. Trust Administration Core Concepts
  2. Road Map to Administering a Trust

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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