Share

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]

 

Trustee Training

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. 


Registration Form

* Name

Company / Firm

Title

* Address

Address 2

* City / State / Zip

* Day Phone

Evening Phone

Fax No

* Email

Attending

Comments - If registering for more than one person, enter the full name of each additional attendee in the comments field.

How did you hear about our firm?

Security Question



© 2017 Wilson Law Group LLC | Disclaimer
7633 Ganser Way, Suite 100, Madison, WI 53719
| Phone: 608-833-4001
15 W. Main Street, P.O. Box 142, Evansville, WI 53536
| Phone: 608-882-6300

EXPERTISE | ABOUT WLG | SPECIALTY PLANNING | BECOMING A CLIENT | RWay Members

Attorney Website Design by
Amicus Creative


Law Firm Website Design by Amicus Creative