Trusts and Estates Administration Strategies to Avoid Future Issues 1 Credit
Learning mode
Protecting a client’s assets begins with proper planning and ends with a well-executed estate. Trusts play an important role in the distribution and protection of assets; in maintaining confidentiality, and in protecting beneficiaries who need longer-term oversight and guidance. Trusts and the corresponding estate plans are only successful when they are written and funded. As trusted advisors, understanding the process of trust and estate administration will help you guide your clients to make certain their wishes are followed, without undue surprises or delays.
This CPE Session is designed to provide practical guidance for strategies to help in the successful administration of clients’ trusts and estates. We will explore missed opportunities for successful administration in real-life examples and then look at several easy-to-implement strategies to avoid similar problems for your clients in the future.
Key topics covered in this course:
Whether you are a financial or an accounting professional, this 1-hour program will inform and instruct you regarding successful trusts and estates administration.
This CPE Virtual Session by Ilene Slatko, a serial entrepreneur who currently coaches clients working through the long tail of administrative and financial tasks involved in the estate and divorce process. She spent over 30 years in the financial industry and has long been a resource for financial and accounting professionals.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE043) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE043) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE043) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE043) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE043) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE043) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE043) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE043) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE043) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
LB
Course contained some useful general knowledge regarding trust and estate planning.
DK
Interesting course that covered a lot of the basics that I was not aware of!
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