CLE
Tereina Stidd
Tereina Stidd American Academy of Estate Planning Attorneys (“AAEPA”)
Trust Administration Unleashed Advanced Issues, Fiduciary Duties, and Practical Pitfalls
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Premieres May 13, 1:00 PM ET/10:00 AM PT
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Trust Administration Unleashed: Advanced Issues, Fiduciary Duties, and Practical Pitfalls

This is an advanced-level program designed to equip practitioners with the tools to navigate the legal, tax, and practical complexities of modern trust administration. Grounded in the Uniform Trust Code, this presentation explores fiduciary duties, trustee liability, post-mortem planning strategies, and the most common — and costly — administrative missteps. Attendees will gain actionable insights and practical frameworks to mitigate risk, manage beneficiary relationships, and administer trusts with confidence and precision.

Topics covered include:
Wills, Trusts & Estates
Agenda:
  • Framing the Battlefield
    • Why trust administration is inherently risky, focusing on the tension that exists between the trustee and the beneficiaries
    • An overview of the Uniform Trust Code and why it matters on a national level
    • What goes wrong most often in trust administration

  • The UTC Framework
    • Understanding the difference between mandatory and default provisions, which helps attorneys draft better and understand how to issue-spot in trusts that they didn’t draft
    • A deep dive into the Uniform Trust Articles most relevant to trust administration

  • Fiduciary Duties: Where Liability Is Born
    • The core duties of a trustee, especially the duty of loyalty, the duty of impartiality, and the duty to inform and report
    • The most common litigation triggers

  • Trustee Powers and Beneficiary Rights
    • Trustee discretion versus beneficiary expectations
    • Spendthrift provisions in the context of creditor rights
    • Beneficiary rights in the context of trustee duties
    • The idea and implementation of beneficiary representation

  • Advanced Administration Mechanics (Where Pros Get Tripped Up)
    • The pitfalls of trust administration, including funding formulas with a focus on the differences between pecuniary and fractional and the potential tax consequences of each
    • Asset valuation decisions, sub-trust funding, and timing issues
    • Considerations regarding portability versus the bypass trust

  • Post-Mortem Planning & Flexibility Tools
    • How to fix a plan that isn’t working
    • Decanting, non-judicial settlement agreements, modification and reformation, and disclaimer planning

  • Practical Pitfalls & Risk Management
    • When to avoid engagement
    • The impact that attorney conflicts have
    • Tips and tricks for managing difficult beneficiaries
    • Practical tips for a smooth administration and practical checklists for practitioners

  • Questions & Answers (As Time Permits)
Read More ›
Duration of this webinar: 60 minutes
When: Premieres in 40 days | May 13, 2026 10:00 AM PT
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Speaker
Tereina Stidd
Tereina Stidd Director of Education
American Academy of Estate Planning Attorneys

Tereina Stidd spent over fifteen years in private practice, working in AM Law Top 100 and 200 firms, mid-sized firms, and boutiques. When the opportunity to join the American Academy of Estate Planning Attorneys (the “Academy”) presented itself, she jumped at it. The Academy is an organization dedicated to empowering attorneys from around the country to fulfill their potential through its tested systems, procedures, and workflows. Tereina knew that her broad range of practical experience would be invaluable in her role as the Director of Education at the Academy. Tereina spends her days helping Member firms resolve issues ranging from how best to structure an estate plan to determining which sections of the Internal Revenue Code will apply to a particular transaction to administering estates and trusts efficiently. The range of issues she addresses keep Tereina knowledgeable in all areas relating to Trusts and Estates and provide opportunities for growth, development, and collaboration between Tereina and Academy Members. Read More ›

Continuing Legal Education (CLE) Credits

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Alaska CLE

Status: Approved

Credits: 1.00 General

California CLE

Status: Approved

Credits: 1.00 General

Hawaii CLE

Status: Approved

Credits: 1.00 General

Illinois CLE

Status: Approved

Credits: 1.00 General

Missouri CLE

Status: Approved

Credits: 1.20 General

Nevada CLE

Status: Approved

Credits: 1.00 General

North Carolina CLE

Status: Approved

Credits: 1.00 General

Ohio CLE

Status: Approved

Credits: 1.00 General

Pennsylvania CLE

Status: Approved

Credits: 1.00 Substantive Law, Practice, and Procedure

Texas CLE

Status: Approved

Credits: 1.00 General

Vermont CLE

Status: Approved

Credits: 1.00 General

West Virginia CLE

Status: Approved

Credits: 1.20 General


This presentation is approved for one hour of General CLE credit in Alaska, one hour of General CLE credit in California, one hour of General CLE credit in Hawaii, one hour of General CLE credit in Illinois, one hour of General CLE credit in Missouri, one hour of General CLE credit in Nevada, one hour of General CLE credit in North Carolina, one hour of General CLE credit in Ohio, one hour of Substantive Law, Practice, and Procedure CLE credit in Pennsylvania, one hour of General CLE credit in Vermont, and one hour of General CLE credit in West Virginia. This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00 credit hours.

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Note that CLE credit, including partial credit, cannot be earned outside of the relevant accreditation period. To earn credit for a course, a lawyer must watch the entire course within the relevant accreditation period. Lawyers who have viewed a presentation multiple times may not be able to claim credit in their jurisdiction more than once. Justia reserves the right, at its discretion, to grant an attendee partial or no credit, in accordance with viewing duration and other methods of verifying course completion.

At this time, Justia only offers CLE courses officially accredited in certain states. Lawyers may generate a generic attendance certificate to self-submit credit in their own jurisdiction, but Justia does not guarantee that lawyers will receive their desired CLE credit through the self-submission or reciprocity process.

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