Successor Trustee
Manual
Manual
What you are going to learn
The Missing Manual for Successor Trustees
Throughout this course you will learn the following (and more):
- Checklist for Actions upon Disability or Death
- Becoming Familiar with the Trust
- Tips for Working with the Beneficiaries
- Review of your Trustee Duties and Powers
- Record keeping
- Dealing with Income Taxes
- Estate Taxes
- Accounting to the Beneficiaries
- Making Distributions
- Transitioning Trusteeship
- Termination of the Trust
Penelope Goddard
Painter, instructor, writer
About
Penelope Goddard began painting at the age of six. She attended the Johnson School of Art at the age of ten and later began studying classical art. At the age of 18 she was accepted at St. Markus Institute of Art on a full scholarship. Her art series have been exhibited in the US Europe.
Course reviews
LearnWorlds is the best learning platform I found so far. I was pleasantly surprised with the possibilities.
Walter White
Senior product manager
LearnWorlds is the best learning platform I found so far. I was pleasantly surprised with the possibilities.
Walter White
Senior product manager