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Trustee Training

The Trust Process

The program will provide attendees with an understanding of estate planning concepts, why a trust is useful in family 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.

 Click the following links to sign up for the other classes:
Funding Your Trust 8:30 AM – 9:30 AM
Income Taxes For Trusts 8:30 AM – 9:30 AM
Trustee Training: Administration Process 11:00 AM – 12:00 PM
Gun And Firearms Planning 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.