Trust Event

 

Trust Administration Workshop

 
 
Signing Hand.jpg

Thursday, May 3, 2018
10:00a.m.

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

Free to attend | Seating in Limited

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