Trustee Training: The Administration Process

The Trust Administration 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 important to know how to handle these responsibilities before the need exists. Prior attendance at the Trustee  Training: The Trust Process program is highly encouraged.

Click the following links for information about the other classes:

LegalVault
Income Taxes for Trusts
Trustee Training: The Trust Process
Protecting Your Identity & Your Credit
Travel Today: Tips & Safety