Rules of Trust Administration in Wisconsin

17 Sep 2014 New Date Reminder
Hilton Garden Inn Madison West/Middleton, Madison, USAGet Directions
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The Rules of Trust Administration in Wisconsin, organized by the Lorman Education Services will take place on 17th September 2014 at the Hilton Garden Inn Madison West in Middleton, United States Of America. The conference will cover areas like valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues.


08:00 AM - 04:30 PM General Hours

Entry Fees

Paid Ticket Starts from 495 USD View Details

Estimated Turnout

upto 100
Based on previous editions

Category & Type

Business Services


Sep 2014

Frequency Not Available

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Lorman Education Services

USA1152 Total Events • 91 Followers
EditionSep 2014

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Schedule & Agenda

Wed, 17 Sep 08:00 AM - 08:30 AM
Wed, 17 Sep 08:30 AM - 08:55 AM
Purposes of Trusts
Probate Avoidance Privacy Tax Planning Creditor Protection for Beneficiaries Charitable Planning Special Needs
Wed, 17 Sep 08:55 AM - 09:35 AM
Types of Trusts
Revocable Living Trusts Irrevocable Trusts Marital Trusts Credit Shelter Trusts Life Insurance Trusts Gift Trus...continue reading
Wed, 17 Sep 09:35 AM - 09:45 AM
Wed, 17 Sep 09:45 AM - 11:00 AM
Recent Developments: The New Wisconsin Trust Code
Overview of the WTC: A Sea of Change! Understand New Concepts: Qualified Beneficiaries, Directed Trusts, Trust Protectors, Decanting and No...continue reading
Wed, 17 Sep 11:00 AM - 12:15 PM
Fiduciary Duties and Common Trust Dispute Issues
Fiduciary Duties Theoretical Underpinnings Effect of Trust Instrument Wisconsin Law RealLife Case Studies Commo...continue reading
Wed, 17 Sep 12:15 PM - 01:15 PM
Lunch (On Your Own)
Wed, 17 Sep 01:15 PM - 02:20 PM
Trust Modification
hy Modify StatutorilyPermissible ReasonsHow to Modify Decanting Other MethodsVirtual Representation
Wed, 17 Sep 02:20 PM - 02:30 PM
Wed, 17 Sep 02:30 PM - 03:30 PM
Trust Administration
Distribution Decisions Asset Management Trust Tax
Wed, 17 Sep 03:30 PM - 04:30 PM
Trust Taxation and Accounting
Trusts as Taxable Entities Fiduciary Accounting Income vs. Distributable Net Income Simple Trusts Complex Trusts Grantor Trusts ...continue reading

Visitor Ticket Price

495 USDGold Membershipper year/person

Venue Map & Directions

map of Hilton Garden Inn Madison West/Middleton

1801 Deming Way, Middleton, WI 53562
Madison, USA

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