Symposium 1 – Trustee Training: Administration Process

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Symposium 1 – Trustee Training: Administration Process

October 19, 2019 @ 9:45 AM - 10:45 AM

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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

Details

Date:
October 19, 2019
Time:
9:45 am - 10:45 am
Event Category:

Organizer

Wilson Law Group
Phone:
(608) 833-4001
Email:
mail@wilsonlawgroup.com
Website:
wilsonlawgroup.com

Venue

Clarion Suites
2110 Rimrock Road
Madison, WI 53713 United States
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