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Learn how to make trust planning and administration work.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
• Reports Needed – different trusts require different reporting and accountings
• 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
Lunch will be provided
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Event Venue & Nearby Stays
5 Computer Dr S, Albany, NY 12205-1608, United States
