Slide Deck

15 Slides available anytime
  • 15 Slides

Trust Administration in Arizona

 
Understand how the adoption and provisions of the Uniform Trust Code (UTC) affect trust administration in Arizona. This topic will deal with all of the common difficulties that a trustee and counsel will face and the solutions to those difficulties. You will learn how to properly transfer titles of assets to a trust, how to deal with assets that cannot or should not be transferred to a trust and how to correct mistakes that were never properly transferred to the trust. You will learn the procedures to pay trust creditors, and how to establish the valuation of assets, particularly of hard-to-value assets. There are many techniques to ascertain ambiguities in a trust’s language that will be explored. Understand the unique nature of a trustee’s duties and the undertaking of proactive measures to minimize trustee liabilities. This will include the preparation of trust reports and accountings.

Faculty

Thomas J. Murphy

Thomas J. Murphy

Murphy Law Firm, Inc.

Agenda

Faculty

Thomas J. Murphy

Thomas J. Murphy

Murphy Law Firm, Inc.

  • Attorney and Founder of Murphy Law Firm, Inc. in Phoenix, AZ
  • Over 40 years of experience with practice focusing on probate law, estate planning, elder law, and tax law and planning for the disabled and those with special needs
  • Author of nearly 100 articles that have been published in many national and state professional journals focusing on a wide variety of legal and tax matters
  • Has spoken to thousands of attorneys, accountants, and financial advisors and has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families
  • Served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts
  • One of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials; has successfully litigated cases in the United States Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals and has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue
  • Can be contacted at [email protected] or 480-838-4838

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.