Course List

Being an independent trustee is not an easy job. Trustors (settlors) must rely on trusted individuals to carry out their wishes and to fulfill their promises to the beneficiaries. And beneficiaries hope for the fulfillment of the settlor’s promises are in the hands of the trustee.

Then throw in a global pandemic, a change of administration and major change to the tax laws… and a difficult job becomes even more daunting. In this CLE you will learn new tips, techniques and interact for working with fiduciaries and other legal professionals in your field. Topics include: Crisis Planning for Persons with Disability, Embracing Disruption as a Catalyst for Change, Planning in the Light of Tax Uncertainty, Impact of Residency of Trustees, Beneficiaries & Managers on State Income, Creditor and Divorce Laws, The Evolving Role of Fiduciaries in Addressing the Needs of the Affluent Family and HEMS Distribution Standards for Trustees. This course will benefit attorneys when working with wealth managers, family advisors, CPAs and insurance professionals.

The speakers at the Independent Trustee Alliance (ITA) Annual Conference include: Ann Koerner, R.N., BSN, Jane Beddall, M.A., J.D., Tom Pauloski, Esq., Jim Roberts, Esq., Courtney Pullen, M.A., Christian Kelso, J.D.

Recorded at the Independent Trustee Alliance (ITA) Annual Conference, this in-depth CLE will teach attorneys new practice points and best practices for working with trustees, fiduciaries and attorneys in these times of global turmoil, rising inflation and flat-out uncertainty with the looming Presidential election.

Presentations at this year’s ITA Conference include: The Changing Landscape for Estate Planning & Fiduciaries, Economic & Investment Outlook and Implications for Fiduciaries, Establishing a Framework for Making Difficult Decisions, the Role of the Trust Protector, Panel Discussion with the Bench: Trustees & the Courts, Trustees & the Corporate Transparency Act, How to Interact with Challenged Beneficiaries, Cyber Liability: I Don’t Have Custody, Why Should I Worry, and a concluding Panel Discussion on Running an Efficient Trustee Practice. This seminar will benefit attorneys when working with wealth managers, family advisors, CPAs and insurance professionals.

Featured Speakers include Kevin Quinn, Esq., Gregory P. Fasig CFA, CFP, Ryan T. Nelson, CFA, Kelly Nilsson, CFP, CDFA, JD, Christian Kelso, Esq., Hon. Weldon Copeland, Hon. Chris Ponder, Scott D. Weber, Esq., Jim Roberts, Esq., Judith L. Pearson CFA, CFP and Daniel P. Felix, Esq.

Trustees have a lot of responsibilities. And in order for the beneficiary to hold the trustee accountable, the beneficiary must have information about what the trustee is actually doing. Thus, the trustee has a duty to account and to inform the beneficiaries of the trust.

In this CLE Christian Kelso will provide case analysis and best practices for trustees to properly fulfill these incredibly important duties. The following questions will be addressed: who is entitled to information, when a trustee must provide an accounting, what happens to a trustee who fails to provide information, how an accounting is properly organized & presented, what information an accounting must contain, who decides if a given document is sufficient to qualify as an accounting and can a trustee provide something less than a "formal" accounting. Christian will also analyze using a secure website to post accountings, utilizing signed receipts, holding companies, living clients & privacy, the duty to budge and managing family members. Christian also highlights important case law to provide numerous points you can deploy in your everyday practice. This course was produced in conjunction with the Independent Trustee Alliance as part of the 2020 ITA Conference Series.

Christian S. Kelso practices in the areas of estate planning, wealth preservation, probate, tax and transactional corporate law. He finds practical, cost-effective solutions for families and businesses to avoid costly and heartbreaking disputes in the courtroom and living room.