Trust Event

 

Trust Administration Workshop

 

Images from previous Trust Administration Workshops

 

Thursday, November 8, 2018
10:00a.m.

Capital Region Chamber
5 Computer Drive South
Colonie, NY 12205

Free to attend | Seating in Limited

Speakers:
Louis W. Pierro, Esq., Aaron E. Connor, Esq.,
Sarah Dorsey, CPA, Kevin Bottini, 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