Trustee Training: Administration Process
May 20, 2017 9:45 AM - 10:45 AM
Arrive early to enjoy refreshments.
Clarion Suites at the Alliant Energy Center
2110 Rimrock Road
Madison, WI 53713
[Map & Directions]
The Administrative Process
Presented by Wilson Law Group
This program is designed for successor trustees. Prior attendance at the Trustee Training (The Trust Process) program is encouraged. This workshop provides trustees with a detailed description of the decisions to be made and the tasks to be completed following the death of a trustmaker. These include valuing assets, administering retirement plans and annuities, dividing and distributing trust assets, and preparing estate and fiduciary income tax returns. It is valuable to know how to handle these responsibilities before the need exists.