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Product ID: 373819TMX
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Rules of Trust Administration in Wisconsin

Audio Files and PDF File Come on Flash Drive
Copyright 2014
Audio & Reference Manual$179.00Add to Cart Add to Cart

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. 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. Reinforce your position as a top source for trust service.

Benefits for You
- Get the information you need on the Wisconsin Trust Code;
- Recognize key parties – and their duties and responsibilities;
- Resolve trust disputes calmly and effectively;
- Navigate the relationship between taxation and trusts


Jeff A. Goldman, DeWitt Ross & Stevens S.C. Steven E. Grimm, Smith & Gesteland, LLP
Elizabeth A. Heiner, Boardman & Clark LLP Melissa C. Selinger, Whyte Hirschboeck Dudek S.C.
Timothy C. Sugar, U.S. Bank Private Client Reserve H. Wes Taylor, Foley & Lardner LLP

Self Study Credit - Audio & Reference Manual

Sponsored by Lorman Education


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