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 ...