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Trust and Estate Administration: Tips & Tricks – Enhancing Efficiency and Accuracy in Administration
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6/11/2025
When: June 11, 2025
12:00-1:00 PM CT
Where: United States
Contact: Minnesota Paralegal Association
info@mnparalegals.org

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This presentation will cover essential tips and tricks to streamline the process of administering trusts and estates.

Key Topics:

- Understanding the Basics: A refresher on the fundamental principles of trust and estate administration.
- Document Management: Techniques for organizing and maintaining essential documents and records.
- Effective Communication: Strategies for clear and concise communication with beneficiaries, co-trustees, and other stakeholders.
- Legal Compliance: Tips for ensuring compliance with relevant laws and regulations.
- Problem-Solving Skills: Approaches to address and resolve common issues that arise during administration.
- Technology Utilization: Leveraging technology to improve administrative processes and documentation.


Event URL: https://mnparalegals.org/event-6191743?CalendarViewType=1&SelectedDate=6/14/2025
 

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