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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.
Timings08:00 AM - 04:30 PM General Hours | Entry FeesPaid Ticket Starts from 495 USD View Details |
Estimated Turnoutupto 100 Delegates Based on previous editions | Category & TypeConferenceBusiness Services |
EditionsSep 2014Frequency Not Available | Official LinksWebsiteContactsReport Error Claim this event |
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EditionSep 2014
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Schedule & Agenda
| Wed, 17 Sep 08:00 AM - 08:30 AM | Registration | |
| 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 | Break | |
| 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 | Break | |
| 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 USD | Gold Membershipper year/person |
43.092807-89.525619
Venue Map & Directions
1801 Deming Way, Middleton, WI 53562
Madison,
USA
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