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Trustee Training: The 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 of every trust. A workbook will be included. We encourage you and your successor Trustees to attend this workshop. This program is a precursor for the Trustee Training (The Administration Process) program.

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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:

See all events for Symposium 1

Click the following links to sign up for the other classes:

Travel Today: Tips & Safety 8:30 AM – 9:30 AM
Trustee Training: Administration Process 9:45 AM – 10:45 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