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Trust Administration Workshop

  • Schuyler Meadows Club 17 Schuyler Meadows Club Road Albany, NY, 12211 United States (map)
 

Learn how to make trust planning work, after the trust is up and running
Speakers:
Louis W. Pierro, Esq.
Aaron 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

Plan ahead to attend the next quarterly Trust Administration Workshop:
October 11, 2018
10am-12pm
Capital Region Chamber of Commerce

 

 
Earlier Event: September 30
The Scoop On Special Needs Planning
Later Event: October 18
Oktoberfest- Taste & Learn