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Trustee Training: 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.

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.