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Rules of Trust Administration in Pennsylvania

Immediate online access to this 124 page manual.
Copyright 2013
Online Reference Manual$89.00Add 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. Purchase these reference materials 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. Purchase these reference materials today and reinforce your position as a top source for trust service.

Benefits for You
•Avoid harmful mistakes in trust administration
•Become an expert on the different kinds of trusts - such as revocable trusts, dynasty trusts and more
•Keep pace with recent market trends affecting assets
•Navigate the relationship between taxation and trusts


Moderator: Mindy M. Zatta, MBA, Mosaic Consulting
Joseph M. Denski, CFA, CFP®, Smithfield Trust Company
Kevin F. Israel, Esq., Morella & Associates
Jeffrey J. Morella, Esq., Morella & Associates
Niki Mullinix, CFP®, CRPC®, MBA, Mosaic Consulting
Daniel P. Stephans, ChFC, CFS, CRPC®, Mosaic Consulting
Kimberly H. Tilghman, Leech Tishman