Trust Event

 

Trust Administration Workshop

 

Images from previous Trust Administration Workshops

 

Wednesday, December 4, 2019
5:30 p.m

Schuyler MEadows Club
17 Schuyler MEadows Club Road
Loudonville, NY 12211

Free to attend | Seating is limited | Refreshments will be served

Speakers:
Louis W. Pierro, Esq., Aaron Connor, Esq. and David Wojeski, CPA

Sponsored By: 

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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 accounting's, 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