Symposium 3 – Trustee Training: The Trust Process

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Symposium 3 – Trustee Training: The Trust Process

May 4, 2019 @ 8:30 AM - 9:30 AM

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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:
Trustee Training: Administration Process 9:45 AM – 10:45 AM
The Truth About Organ, Tissue, and Eye Donation 9:45 AM – 10:45 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.

Details

Date:
May 4, 2019
Time:
8:30 am - 9:30 am
Event Category:

Venue

Clarion Suites
2110 Rimrock Road
Madison, WI 53713 United States
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