Trust Administration: How Today’s Planning Decisions REALLY Impact the Next Generation
This session will increase your ability to help successor trustees to administer revocable and irrevocable trusts. Kristin will discuss the initial meeting, important trust provisions, required notices to various agencies, transfers of real and personal property, allocation agreements and additional estate planning for the beneficiaries.
Trust Administration is the essence of estate planning and a growing area of business. This critical phase for the family provides you with the opportunity to help with the trust administration, as well as the estate and income tax planning for the rest of the family. Attend this session and gain the confidence to offer your client’s family help to effectuate the terms of the trust.