Trustee Training

The Administrative Process

This program was designed for successor trustees. Prior attendance at the Trustee Training (The Trust Process) program is highly encouraged. 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 trust maker. 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.

Click the following links to sign up for the other classes:
Trustee Training: The Trust Process 8:30 AM – 9:30 AM
Current Events in Estate Planning 8:30 AM – 9:30 AM
Have You Done Your Homework? 11:00 AM – 12:00 PM
Leaving a Legacy 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.