Monday, June 9, 2014
Trustee Training-The Administrative Process
Thursday, June 19, 2014 6:30 p.m.-8:00 p.m.
UW Agricultural Research Station- 8502 Mineral Point Road, Verona, WI 53593
Who should attend: This program is designed for your successor trustees. Prior attendance at the Trustee Training (The Trust Process) program is highly encouraged. The Administrative Process workshop will provide trustees with a detailed description of the decisions to be made and the tasks to be completed following the death or incapacity 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 important to know how to handle these responsibilities before the need exists. We encourage you and your successor trustees to attend this workshop.
With Offices in Madison, WI and Evansville, WI, the attorneys at the Wilson Law Group assist clients with Estate & Business Planning, Probate & Trust Administration, Elder Law and Medicaid Planning throughout Southern Wisconsin including Verona, Middleton, Sun Prairie, Cross Plains, Oregon, Black Earth, Janesville, Jefferson, Fort Atkinson, Baraboo, Reedsburg, Richland Center, Mount Horeb, Monroe, Beaver Dam, Dane County, Rock County, Green County, Iowa County, Richland County, Sauk County, Columbia County, Dodge County and Jefferson County.