This program will provide attendees with an understanding of estate planning concepts, why a trust is useful in comprehensive planning and an introduction to the trust administration process. Attendance is a must for every Trustee and successor Trustee. A Trustee Handbook will be included. This program is a precursor for the Trustee Training (The Administration Process) program.

 Click the following links to learn more about the other classes:

Using Trusts to Protect Your Assets from Long-Term Care Costs
Trustee Training: Administration Process
Beyond Your Legal Documents
Funding Your Trust
Focus on Health & Wellness