- This event has passed.
Symposium 1 – Trustee Training: Administration Process
October 19, 2019 @ 9:45 AM - 10:45 AM
Please Ensure You Fill Out The Full Form Before Clicking Submit.
Trustee Training: The Administrative 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 here to view the full seminar flyer
Please See All Our Courses For Symposium 1 Below. Please sign up for up to 3 events, one event per time slot:
See all events for Symposium 1
Click the following links to sign up for the other classes:
Trustee Training: The Trust Process 8:30 AM – 9:30 AM
Travel Today: Tips & Safety 8:30 AM – 9:30 AM
Cyber Threats & Fraud 9:45 AM – 10:45 AM
LegalVault 11:00 AM – 12:00 PM
Income Taxes for Trust 11:00 AM – 12:00 PM