Please Ensure You Fill Out The Full Form Before Clicking Submit.

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.

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

The Future of IRA Planning 8:30 AM – 9:30 AM
How to Pay for the Cost of Long Term Care: 8:30 AM – 9:30 AM
Trustee Training: The Trust Process 9:45 AM – 10:45 AM
Using Trusts to Protect Your Assets from Long Term Care 9:45 AM – 10:45 AM
Trustee Training: Administration Process 11:00 AM – 12:00 PM
Pre-Planning Your Funeral 11:00 AM – 12:00 PM

If you would like to sign up for multiple classes, please register on each classes’ page or name each class in the comment field in the Registration Form below.