Seminar Summaries

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.

Current Events in Estate Planning

As we all know, estate planning is essential to making sure your assets and values pass on to future generations in the way that you want. This program is designed to keep you up to date with how changing laws and court decisions can impact your existing planning. We will discuss the most important changes that can have an impact in your plan.

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.

Estate Planning (& Mistakes) of the Rich & Famous

Celebrities seem to have it all…or do they? Estate planning has always proven to be the great equalizer of us all. You will hear stories from Philip Seymour Hoffman to Elvis, Michael Jackson to James Gandolfini. When estate plans are done incorrectly, or not at all, the chaos of probate and litigation can take away from the legacy of a loved one. An informative and fun time will be had by all while we learn from the mistakes of the “elite”.

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.

Tax Advantages of Charitable Planning

You don’t have to stop supporting the causes you are passionate about once you pass. With proactive charitable planning, you can continue or even amplify your giving potential in addition to lowering your taxable estate and avoiding potential capital gains issues. There are many ways to give beyond a traditional check. In this presentation, we will be covering Charitable Trusts, Gift Annuities, Private Foundations, Donor Advised Funds, Bequests of Funds, and Bequests of Appreciated Assets.