Estate Planning & Probate

Estate Planning 2020: Panel Discussion Regarding Administration of Trusts


This session includes a panel discussion by experts in the field covering decisions around setting beneficiary withdrawal rights, Change of Situs considerations, trust advisors and protectors, unusual and custom provisions and administering unique assets.

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very helpful information for dealing with corporate trustees

Great speakers!

Clarification on SECURE Act changes not affected current conduit trust provisions on past trusts was helpful as well as the ideas on supplemental trust administration and the pre-loaded cards.

Great to learn from trustees about their practical experience.


Course Pricing
  • Member: 45.00
  • Non-Member: 75.00
  • Section: 35.00
If you are not a TBA Member, you can join now to receive CLE discount prices and three prepaid credits.

TBA members who are judges, lawmakers and law students can take TBA CLE onsite courses at no charge for the programming. There may be a separate charge if meals, special materials or other premium features are involved.
Course InformationCourse Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to for Georgia and Mississippi CLE credit.