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.


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


Clarion Suites
2110 Rimrock Road
Madison, WI 53713 United States
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