Upcoming RWay Member Workshop-Trustee Training

Saturday, February 15, 2014 10:00 – 12:00 p.m.
UW Agricultural Research Station – 8502 Mineral Point Road, Verona, 53593
Located at: 8502 Mineral Point Road, Verona, 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.

Posted in: Uncategorized