Please ensure Javascript is enabled for purposes of website accessibility Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations | On Demand CLE
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Managing Disbursement Challenges in Trust Administration

Fiduciary Responsibilities and Legal Considerations

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Price

$29.95 for Member
$64.95 for Non-Member
$0 for Unlimited On Demand CLE Pass

60 minutes
Date Published

January 22, 2026

Publisher

Minnesota State Bar Association

Subjects

Probate, Trusts and Estates Law

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 612-333-1183 (M-F, 8:40 am - 4:30pm CT) or e-mail customer service.

Summary

This program provides invaluable insights into the complexities of managing disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations, this resource equips trustees and administrators with strategic approaches to efficiently navigate disbursement challenges. From balancing beneficiaries' needs and desires to complying with regulatory frameworks, this guidance ensures prudent decision-making to safeguard trust assets and uphold the trust's objectives effectively. This discussion addresses fiduciary responsibilities in trust distribution, distribution policies for fiduciaries, communication and transparency, regulatory compliance, risk management, and tax considerations in trust disbursements.

541617

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Presenters

Ben Tiefenback
Counsel and Director of Client Services - Commonwealth Community 


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Managing Disbursement Challenges in Trust Administration - Video
Downloadable Files
Managing Disbursement Challenges in Trust Administration - Slides
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.