Estate & Trust Admin: Skills Training for Estate Planners Skip to main content

Basics of Estate and Trust Administration: Skills Training for Estate Planners

Overview


Toni Ann Kruse led a fundamentals program hosted by the American Bar Association, Real Property, Trust and Estate Law Section, focusing on skills training for estate planners.

The session reviewed the steps in an estate administration and considerations for executors, as well as the operational side of trusts including the role of trust accountings and the duties of a trustee.

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Webinar / Speaking Engagements / April 30, 2026

Northern Trust Institute’s 2026 Wealth Planning Symposium

New York, NY / Speaking Engagements / March 25 – 27, 2026

STEP New York International Estate Planning Institute 2026

Tampa, FL / Speaking Engagements / March 4 – 8, 2026

ACTEC's 2026 Annual Meeting

Webinar / Speaking Engagements / February 10 – 11, 2026

ABA Real Property, Trust & Estate Law Section Virtual Symposium 2026

Key Biscayne, FL / Speaking Engagements / February 9, 2026

Miami EP Council’s 14th Annual Estate Planning Symposium

San Francisco, CA and Los Angeles, CA / In-person / November 11 – 12, 2025

West Coast Forum 2025

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