-
Recent Posts
Archives
- April 2021
- March 2021
- February 2021
- January 2021
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- February 2020
- November 2019
- October 2019
- July 2019
- April 2019
- November 2018
- November 2017
- July 2017
- May 2017
- January 2017
- December 2016
- August 2016
- April 2016
- January 2016
- November 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- February 2015
- January 2015
- October 2014
- July 2014
- May 2014
- February 2014
- December 2013
Categories
Tag Archives: Trust Administration
TRUST ADMINISTRATION CHECKLIST
You are the Trustee? Many Trusts are set up in a way that the Trustee can “Administer” the trust without additional professional assistance. In those cases, here is a sample “checklist” of those tasks that need to be completed: Obtain … Continue reading