LEARN HOW TRUSTS WORK FROM THE INSIDE OUT!
Join Pierro, Connor & Strauss for this FREE educational program and light dinner on Wednesday, September 11th for our Trust Administration Workshop at Trustco Bank Center in Albany. Ensure you start the new year on the right foot by staying up-to-date with the latest strategies and practices to effectively manage your assets.
If you have a trust or are thinking about creating one, it is important to anticipate what’s ahead so you can maximize wealth, minimize tax and achieve all of the goals for your trust. 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:
- Why, How and For Whom Trusts are Useful
- Trust Assets: How to Meet Your Obligations as Trustee When Managing a Trust
- Reports Needed: Different Trusts Require Different Reporting and Accounting
- 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 Stay Ahead of the Game
Trust Administration Workshop
Please register with the form below to attend the September 11th event at the Trustco Bank Center at 6 Metro Park Road, Albany, NY 12205.
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