Trust Administration with Stephanie Palmblad

Paralegals will be provided a stepping stone into the trust administration area of law. We will discuss the important terms to know when administering a trust, such as the difference between a grantor and trustee. We will discuss relevant Oregon statutes and IRS issues that guide the trust administration process, including the duties of a successor trustee. This presentation will educate you in assisting your attorneys by identifying and documenting required information, tickling important deadlines, informing successor trustees on what to expect from the job, and carrying out the trust administration process according to statute.

Speaker: Stephanie Palmblad, Esq., Collier Law

Stephanie M. Palmblad is an Estate Planning and Probate attorney at Collier Law in Salem, Oregon. She assists clients with creating wills, trusts, and other documents to help manage their affairs. In probate matters, she helps clients finalize their loved ones’ estates or create guardianships or conservatorships for their family members. She has a passion for enabling families to create plans that meaningfully communicate their values to their loved ones.

When: Tuesday, February 28, 2023 at 12:00 pm to 1:00 pm

Where: Zoom

CLE Credit: 1.0 NFPA/OPA General Credit

Contact: Michael Hoselton, PP, michael@shermlaw.com