Rules of Trust Administration

Lorman Education Services
Benefits strong Avoid missteps in trust administration - discover techniques to help you along the way. /strong

Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs.

Discover ways to recognize the different levels of trust intricacy depending on the type and value of the assets involved. You will learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Register today and reinforce your position as a top source for trust service.

Benefits for You
- Recognize key parties - and their duties and responsibilities
- Avoid harmful mistakes in trust administration
- Become an expert on modifing or terminating trusts
- Navigate creditor claims involving trusts

This seminar is designed for attorneys, accountants, trust administrators, trust officers, bankers, enrolled agents, financial planners, presidents, vice presidents, CFOs, controllers and tax managers.
This is primarily ilt training
instructor led trainingThis class may be available at a classroom in Milwaukee, WI,
Duration:1 days
Training Presented in:English
Training Provided by Lorman Education Services

Rules of Trust Administration Seminar Schedule

    Location    
March, 2012
8th Mar   Wilmington, DE   [Register]
14th Mar   Chicago, IL   [Register]
 
April, 2012
24th Apr   Cheektowaga, NY   [Register]
24th Apr   Oklahoma City, OK   [Register]
26th Apr   Houston, TX   [Register]
 
May, 2012
2nd May   Pasadena, CA   [Register]
10th May   Tampa, FL   [Register]
 
About The Training Provider: Lorman Education Services
Lorman Education Services - Lorman Education is dedicated to providing cost-effective training opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies. Please use Priority Code 16175 when registering. Lorman Education Services began offering continuing education seminars in 1987. Lorman Education is dedicated to providing cost-effective training opportunities that...
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