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Who should attend Trust Administration
This one-day seminar is designed for attorneys, accountants, trust administrators, trust officers, bankers, enrolled agents, financial planners, presidents, vice presidents, CFOs, controllers and tax managers.
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Trust Administration  

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This one-day seminar is designed for attorneys, accountants, trust administrators, trust officers, bankers, enrolled agents, financial planners, presidents, vice presidents, CFOs, controllers and tax managers.

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Seminar Summary:

This practical seminar provides invaluable information on the basics of trust administration. (see full course description)

 
 

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Training Course Syllabus:


This practical seminar provides invaluable information on the basics of trust administration. The speaker will review the types of trusts and discuss trust provisions. The materials and presentations offered at this seminar will give participants a clear understanding of the logistics of funding the trust, identification of trust assets, trust accounting and management of investments. This highly informative seminar will also focus on guardianship issues.

This Seminar Will Provide:

• The duties of a trustee in handling trust property and in dealing with beneficiaries
• Learn about handling disputes regarding trust administration
• Current issues facing regulated trustees
• Current legislative trends and trends in the case law
• Learn about the interplay between elder abuse and the trustees’ duties

Professional Manual:

You will receive a professionally prepared manual compiled by the faculty specifically for this seminar. The seminar will be recorded. Your registration constitutes your consent to such recording. If you cannot attend, you may order a set of the digitally recorded CDs and the accompanying manual from this program by using the registration form on the back panel.

Agendas and Speakers may differ slightly depending on the location. Please e-mail or call a representative to obtain an agenda for a particular location.

Seminar Summary:

This practical seminar provides invaluable information on the basics of trust administration. (see full course description)

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