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7032 Elm Road
Baltimore, MD 21240
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BenefitsAvoid missteps in trust administration - discover techniques to help you along the way.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 ... (read more)
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Four Points by Sheraton BWI Airport is located 1/2 mile from BWI Airport and 15 minutes from Baltimore's Inner Harbor. We offer a 24-hour complimentary shuttle service to and from the airport and can also pic... (View all Four Points by Sheraton BWI Airport Baltimore events) Book Hotel

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Rules of Trust Administration at Four Points by Sheraton BWI Airport Baltimore


Benefits

Avoid missteps in trust administration - discover techniques to help you along the way.

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

  • Become an expert on the different kinds of trusts - such as revocable living and dynasty trusts
  • Recognize key parties - and their duties and responsibilities
  • Keep pace with recent legal trends affecting trusts
  • Avoid harmful mistakes in trust administration … understand common trust provisions


Who Should Attend?

This seminar is designed for attorneys, accountants, trust administrators, trust officers, bankers, enrolled agents, financial planners, presidents, vice presidents, CFOs, controllers and tax managers.


Continuing Education Units
  • Bankers 8.0 including CTFA (FID) 8
  • CAC 1.0
  • CBC 1.0
  • CFP 8.0
  • Enrolled Agents 8.0
  • CPE 8.0 including Specialized Knowledge and Applications 8
  • MD INS 8.0 including Life/Health 8


- Detailed Credit Information




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