Upcoming RWay Member Workshop

Trustee Training-The Administrative Process

Thursday, June 19, 2014 6:30 p.m.-8:00 p.m.
UW Agricultural Research Station- 8502 Mineral Point Road, Verona, WI 53593

Who should attend:  This program is designed for your successor trustees.  Prior attendance at the Trustee Training (The Trust Process) program is highly encouraged.  The Administrative Process workshop will provide trustees with a detailed description of the decisions to be made and the tasks to be completed following the death or incapacity of a trustmaker.  These include valuing assets, administering retirement plans and annuities, dividing and distributing trust assets, and preparing estate and fiduciary income tax returns.  It is important to know how to handle these responsibilities before the need exists.  We encourage you and your successor trustees to attend this workshop.

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