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Special Issues in Small Trusts: Teleseminar *
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3/27/2020
When: Friday, March 27, 2020
Dial-in: 12:45 PM | Program: 1:00 - 2:00 PM
Where: Teleseminar: WebCredenza


Online registration is closed.
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Online registration will close the day before a program. We encourage you to pre-register if you want a link to the program materials
prior to the program.




CLE CREDITS:  1.0
 

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. 

  • Economics of small trusts – trustee compensation, reimbursement of expenses, investment fees
  • Challenges of trust management of operating businesses and real estate
  • Restructuring or terminating trusts that are no longer economically viable
  • Custodial accounts and other alternatives to small trusts
  •  Choosing a trustee for a small trust versus a larger trust

Faculty
John T. Midgett is a founder of Midgett & Preti PC in Virginia Beach, Virginia 

REGISTRATION FEES
» MSBA Member: $69
» Non-Members: $99

Prior to the program or on the morning of the program, you will receive an email from the MSBA containing a toll-free telephone number to call into he program. You will also receive a PDF containing the materials to download to your desktop or mobile device.



HOW TO REGISTER
Members need to log in to see the proper registration fees.

  • Members: If you are a member of the MSBA, please sign in to receive the member rate.
  • Non-Members & Non-Attorneys: If you have attended any MSBA event in the past, you have an account with us. If you do not know your username or password, please call the MSBA. We will provide you with login credentials so you can register online.
  • If you have never attended an MSBA event: Please call the MSBA or mail or fax this registration form to register.

CANCELLATION POLICY
Full refunds will be given to those who cancel by 4:30 p.m., 5 working days prior to the program. Registrants who cancel after this deadline but prior to the program date will be charged an administrative fee of $20 per credit hour. A link to download and print the materials will be sent to those who fail to cancel in advance. QUESTIONS? CONTACT US!
1-877-622-7554.


 

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