What Comes Last? Final Trustee Duties and Closing the Trust скачать в хорошем качестве

What Comes Last? Final Trustee Duties and Closing the Trust

After months of careful work, Trustees often reach a point where the end of the trust administration process is finally in sight. Once initial notices are completed, assets are marshaled and managed, and outstanding obligations are secured, Trustees enter the final phase of Trust Administration. This stage requires thoughtful attention to detail, as decisions made here affect both Trustees and beneficiaries and may carry important tax and legal implications if handled hastily. In this third and final webinar of the Trust Administration series, Estate Administration Attorney Mark O’Brien explains how Trustees bring an administration to a proper conclusion under California law. He walks through the legal considerations surrounding final distributions, the preparation and delivery of financial summaries to beneficiaries, coordination of remaining tax matters, and the steps required to formally close a trust. The session focuses on staying organized, informed, and compliant while resolving outstanding issues that often arise near the end of the process. This webinar is designed to help Trustees understand what it truly means to finish strong. Mark also explains how working with a Trust Administration attorney can provide structure and guidance during the closing phase, helping Trustees navigate final requirements, reduce uncertainty, and bring clarity and closure to everyone involved. Whether you are nearing the end of an administration or preparing for what comes last, this session offers practical insight into completing your Trustee duties with care and certainty. ----------------------------------------------------------------------------------------------------------- Want to book an appointment? Call us at 800-244-8814 or Email us at info@copenbarger.com Want to learn more about current law? Visit the Copenbarger & Copenbarger LLP website: https://www.copenbarger.com Follow us on social media for updates, insights, and upcoming events: Facebook:   / copenbargerlaw   Instagram:   / copenbargerlaw   Threads: https://www.threads.net/@copenbargerlaw TikTok:   / copenbargerllp   LinkedIn:   / copenbarger-copenbarger-llp   🔔 Subscribe and turn on notifications so you don’t miss future webinars: YouTube Channel:    / @copenbargerlaw   Keywords: trustee duties after death, final trustee responsibilities, closing a trust california, trust administration final steps, trust distributions california, trust accounting explained, trustee tax obligations, how to close a trust, trust administration attorney california, estate administration california, trustee liability, trust administration process, copenbarger law firm