Trust Administration Workshop

  • Capital Region Chamber of Commerce 5 Computer Drive South Albany, NY, 12205 United States

Pierro, Connor & Associates |

Trust Administration Workshop

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LEARN HOW TO MAKE TRUST PLANNING WORK ONCE THE TRUST IS UP AND RUNNING

Capital Region Chamber of Commerce

5 Computer Dr. South

Albany, NY 12205

Speakers:

Louis W. Pierro, Esq
Aaron E. Connor, Esq.
Kevin Bottini, CPA
Sarah Van Buren, CPA

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
  • What reports need to be filed – different trusts require different reporting and accountings, learn what you need to know for your trust
  • 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

 

If you are interested in attending, please Register here:

Or call 518-459-2100

 

If you can't make this event, then SAVE THE DATE for these future Trust Administration Workshops:

October 3, 2017, at 5:30 PM to 7:30 PM

Schuyler Meadows Club

17 Schuyler Meadows Club Rd, Loudonville, NY 12211

 

January 11, 2018, at 10 AM to 12:00 PM

Capital Region Chamber of Commerce

5 Computer Dr. South, Albany, NY 12205