Trust Administration After Death: A Roadmap for Trustees

FREE for members / $30.00 for Non-members

Speaker: Gina Leguria, Esq.

What exactly happens after the settlor dies—and what must a trustee do first? This webinar breaks down the trust administration process into manageable steps, explaining key deadlines, legal requirements, and best practices. From locating assets and issuing statutory notices to handling debts and making distributions, this session provides trustees with a practical roadmap to stay compliant and confident throughout the process.

The Three Bridges of Legal Practice: From Assignment to Outcome

FREE for members / $30.00 for Non-members

Speaker: Lynne Prescott, CCLS

In this profession, we don’t struggle because people aren’t working hard. We struggle because somewhere between what was intended and what was executed, something gets lost. In this session, we will cover what gets lost and how we fix it, where work usually breaks down in legal teams, how to ensure it doesn’t, and crossing the three critical bridges in every assignment.

Mastering the Schedule of Assets and Debts in Family Law

FREE for members / $30.00 for Non-members

Speaker: Chandra E. Miller, Esq.

This webinar will guide participants through the process of accurately completing the Schedule of Assets and Debts, a key document in family law cases. Attendees can expect practical instruction on identifying, categorizing, and valuing assets and liabilities, along with best practices for thorough financial disclosures and compliance with court requirements. The session will also highlight common pitfalls to avoid and provide strategies to ensure documents are clear, complete, and effectively prepared for legal proceedings.