Events

Symposium 3 – Trustee Training: The Trust Process

WI, United States

Trustee Training: The 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 ...

Symposium 3 – Have You Done Your Homework?

WI, United States

Have You Done Your Homework? Not only is your trust binder full of important legal documents, but it also contains documents to guide your family in implementing your plan. This ...

Symposium 3 – Funding Your Trust

WI, United States

Funding Your Trust Funding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make sure that ...