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Symposium 1 – Trustee Training: Administration Process

Name: Symposium 1 – Trustee Training: Administration Process
Start: 2019-10-19T09:45:00+00:00
End: 2019-10-19T10:45:00+00:00
Location: Clarion Suites

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.

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Please See All Our Courses For Symposium 1 Below. Please sign up for up to 3 events, one event per time slot: