Recording available after original program date, 3/18/26.

Discover how traditional trust administration principles must be adapted when applied to smaller trust estates where administrative costs can quickly erode principal and beneficiary value. This specialized program addresses the unique challenges facing trustees and practitioners managing trusts with limited assets while maintaining fiduciary standards. Learn cost-effective strategies that preserve trust benefits without compromising professional responsibilities.

• Implement cost-effective administration strategies that preserve trust assets for beneficiary distributions.
• Navigate simplified reporting and accounting procedures appropriate for smaller trust estates.
• Address family dynamics and beneficiary expectations in trusts with limited distribution capacity.
• Understand when trust termination or modification becomes the most prudent administrative option.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias, or Kansas credit.

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.