Webcast: Living Trust Administration Workshop

Join us for this how-to workshop designed to help with the trust administration process on the death of the single settlor and the first spouse in a joint settlor trust. In this course you will learn what clauses to look for in the trust, how to educate the client concerning trust administration, how to deal with assets outside the trust, how to do an accounting, use of disclaimers and the use of the administrative trust and income tax issues related to funding. Through the presentation of checklists and forms, this workshop will help you create a practical system for administering the living trust after a death. The course will not spend extensive time on subtrust funding.