Trustee Training: Trust Process

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.

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Current Events in Estate Planning
Trustee Training: Administration Process 
Your Vacation Home
Have You Done Your Homework?
Leaving a Legacy