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Rules of Florida Trust Administration

Understand the duties and powers of trustees and the laws surrounding trust administration in Florida.

Estate and trust counsel and other professionals are often asked to provide assistance for the administration of Florida trusts. This material will provide the steps necessary for effective trust administration. The topic also explains the rights of beneficiaries of trusts, which is significant as Florida provides trust beneficiaries valuable, yet sometimes overlooked, rights. As an estate and trust litigator, Sean will also be discussing suggestions to avoid costly litigation. The topics include annual accountings, reformation of trusts, trusts during a guardianship or periods of incapacity and issues relating to attorney's fees.

Runtime: 88 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Initial Steps When Trust Becomes Irrevocable

  • Notices
  • Relationship

Annual Accounting

  • Avoiding Litigation
  • Statutory Notices

Resignation, Removal, and Appointment of Successor Trustees

Reformation of Trusts

  • Different Statutory Provisions

Revocable Trusts During Guardianship/Periods of Incapacity

  • Duties of Trustee
  • Recent Case Law Updates

Attorney's Fees for Trustee Counsel and Beneficiary Counsel

  • Non-Litigation Context
  • Litigation Context
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Online Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Sean Lebowitz

Gutter Chaves Josepher Rubin Forman Fleisher Miller PA

  • Partner at the estate, trust and tax boutique law firm of Gutter Chaves Josepher Rubin Forman Fleisher Miller PA
  • Practice areas include probate, trust and guardianship litigation and the related administration
  • Serves as vice Chairman of the Florida Bar Probate Rules Committee, and sits on the Executive Council of the Real Property, Probate and Trust Law Section of the Florida Bar
  • Recognized as a Rising Star by Florida Super Lawyers for estate and trust litigation as well as a Fellow by the Real Property, Probate and Trust Section of the Florida Bar
  • Can be contacted at 561-998-7847 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 396704
Published 2012, 2017
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