Wealth Management Seminar
A Trust Administration Workshop: Learn how to Make Trust Planning and Administration Work
The work involved in administering a trust is a complex process. This workshop is designed to cover the trust administration process, as well as provide guidance for trustees and beneficiaries on specific topics such as:
- Managing trust assets – how to choose the best trust investments and meet your obligations as Trustee
- Reports Needed – different trusts require different reporting and accountings
- Income Tax and Estate Tax Filings – keys to saving taxes and reporting properly
- Fiduciary Accounting – how to keep accurate records, and account for trust activity properly
- Deadlines – learn how to create a reminder system
Lunch will be provided.
Non-deposit investment products.
