This course will cover the essentials of trust administration law and will teach you how to administer a trust using WealthCounsel’s new trust administration software, WealthTracx.  We will walk you through a hypothetical trust administration case to help you understand the process.
Attendees will learn:

• The basics of trust administration law
• High-level information about estate, gift, and income tax issues involved in trust administration
• The steps involved in administering a trust
• How to use WealthTracx to ensure you don’t skip a step in this high-stakes and task-oriented practice area
• How tasks can be delegated to staff to make trust administration more profitable and efficient

By the end of this precursor, you will have what you need to add trust administration to your practice.