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Course Book (PDF Download)
Fundamentals of Trust Administration $99.00



Copyright: October 2011
Product ID#: 57635DM
Online Access: 6 months from date of purchase

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Available for Immediate Download
 
From Event: Fundamentals of Trust Administration, held October 2011.

Program Description
Your firm may use some of the most sophisticated tools available to establish a strong estate plan for your client, but the true test of that plan comes with its implementation. In order to bring all your carefully laid plans to fruition, you need to be up to speed on the issues you may face when called on to administer an existing trust. Don't miss this opportunity to strengthen your knowledge and skills. This fundamental overview will provide you with the solid foundation you need to successfully administer trusts. Order today!

Course Content
  1. The Laws and Rules Governing Trustees
  2. Non-Monetary Aspects of Trust Administration
  3. Keeping the Books - Accounting in Trust Administration
  4. Tips for Recession-Proofing the Trusts
  5. Overcoming Ethical Challenges
  6. Essential Steps in Trust Termination
  7. Trust Administration from the Trustee's Perspective

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 6.00CT10/19/2013
CLE 6.00ID10/19/2013
CLE 6.00ME10/19/2013
CLE 7.20MO10/19/2013
CLE 6.00MP10/19/2013
CLE 6.00MT10/19/2013

* denotes specialty credits

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Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
Accounting
Banking & Finance
Estate Planning & Probate
Legal
Tax
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