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Rules of Trust Administration in Louisiana

Successfully manage your clients’ trust creation and administration needs.In many instances, the Settlor would like to provide who receives the principal if the initial principal beneficiary dies before the end of the trust. There are specific rules on how to do this. In this material, how this shifting may occur will be explained. We will specifically discuss the problems and what can be and what cannot be done.


Runtime: 88 minutes
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Why Lorman?

Over 30 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

Testamentary Trust

  • What If You Name a Testamentary Trust as the Beneficiary of a Life Insurance Policy, but Revoke the Will Establishing the Testamentary Trust and Execute a New Will Containing a Testamentary Trust Bearing the Same Name as the Prior Trust?
  • Should a New Beneficiary Designation Be Executed?

Rules for Determining Settlor's Ability to Shift Interest in Principal

  • Rules
  • Exceptions
  • Revocable Trust
  • May a Revocable Trust Elect to Be Treated as an Estate at the Settlor's Death?

– How Is This Election Made?

– How Long Can This Election Last?

  • Accounting Required by Trustee

– When Are Reports Due?

– Penalties for Not Providing Reports

  • Amending Trusts

– Revocable Trusts

– Irrevocable Trusts

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Why Lorman?

Over 30 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

OnDemand Webinar

This course was last revised on April 24, 2017.

Call 1-866-352-9540 for further credit information.

  • LA CLE 1.5
     
  • This program has been approved by the Louisiana State Bar MCLE Committee for 1.5 CLE hours.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

Audio & Reference Manual

No credit available.

MP3 Download

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Why Lorman?

Over 30 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

Carl S. Goode

Wealth Planning Law Group

  • Partner in the Baton Rouge, Louisiana office of Seale & Ross PLC
  • Practice focuses primarily on Federal and Louisiana taxation, estate planning, estate administration, and elder law
  • Regularly conducts seminars and workshops on Federal tax matters, estate planning manners, and elder law issues
  • Achieved the highest rating with Martindale-Hubbell Law Directory
  • Certified estate planning and administration specialist and a tax law specialist by the Louisiana Board of Legal Specialization
  • J.D. degree, Louisiana State University Law School; LL.M. degree, Washington University; B.S. degree, Louisiana State University
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Product ID: 399060
Published 2017
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