Signing Hand-small.jpg

Pierro, Connor & Associates | Trust Administration Workshop
Experienced guidance for the Trust Administration process.

The work involved in administering a trust is a complex process. This workshop is designed to cover the trust administration process in general as well as provide some guidance for trust administrators on specific topics such as:

  • Managing Trust assets
  • What reports need to be filed
  • Income Tax and Estate Tax
  • Fiduciary accounting
  • Deadlines