Seminar Summaries

Have You Done Your Homework?

Not only is your trust binder full of important legal documents, it also contains documents to guide your family in implementing your plan. This workshop offers a guided session to completing your Memorandum for Distribution of Personal Property, Remembrance and Services Memorandum, Child Care Exhibit, Key Information section, and other documents that you may customize. Please bring your trust binder(s) and we will identify your “homework” and provide direction on completing it.

Income Taxes for Trusts I

Income taxes are often a secondary discussion topic during the course of planning an estate. However, basic knowledge of trust and estate income tax rules is essential to avoiding common mistakes that can cost thousands of dollars. This workshop will provide a practical overview of the issues that arise in connection with the income taxation of trusts and estates.

Trustee Training: Trust Process

This program will provide attendees with an understanding of estate planning concepts, the value of trusts 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.

Income Taxes for Trusts, Part II

*NEW!*

Tackling the task of preparing your income tax return can be daunting. When it comes to preparing income tax returns for trusts and estates, navigating the forms and schedules can lead to stress, anxiety, and confusion. This course will walk through the necessary tax forms associated with a trust and estate, including preparation of a federal fiduciary tax return (Form 1041), Wisconsin fiduciary tax return (Form 2) and preparation of a federal estate tax return
(Form 706).

Prior attendance of the “Income Taxes for Trusts” program is highly encouraged.

Trustee Training: 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.

The Truth About Organ, Tissue,

& Eye Donation

Presented by an Industry Professional

Making a decision about donation comes, for many families, at a time of great stress, anxiety, and sadness. By understanding the facts about donation, you can educate and prepare your family about your decision to become a donor, and they will find peace knowing they have carried out your wishes.