Drafting a trust is just the first step in successfully achieving your client’s goals. The results of the trust effectiveness are often found in its administration. Attorneys have concerns about how a trust will be handled once the trust has been funded and responsibilities have passed to the trustee.

Rebecca Hobbs will discuss common concerns and action needed at critical points in a trust’s administration. Oftentimes, the success or failure of a trust is determined at the death of the original grantor of an individual trust or at the first and second grantor’s passing of a joint trust.