Trustee Training (The Trust Process)
UW Agricultural Research Station- 8502 Mineral Point Road, Verona, WI 53593
Who should attend: Anyone who may serve as a trustee or successor trustee for a living trust. This includes the surviving spouse, adult children or others you have named in your trust who want to understand how a trust works. 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 Administrative Process) program.
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