How to Be a Trustee


PRESENTERS:
Managing Director,
Wealth Management
BWFA 

GARY GREENWALD, ESQ.
WHEN
Tuesday, April 24, 2018 from 11:45 AM to 1:00 PM EDT
*Lunch will be served 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044
Baltimore-Washington Financial Advisors and Gary Greenwald, Esq. invite you to this interactive workshop on, “How to be a Trustee.”
Many individuals are named as trustees of trusts established for family members and friends. Serving as a trustee can be a thankless and confusing job. This educational seminar is intended to shed some light on what it means to serve as a trustee and to meet the requirements of serving.
  • What is a Trust?
  • A Trustee is a “fiduciary” (what is that?)
  • How to manage the finances of a Trust
  • Determining where and when not to make distributions from a Trust
  • Obligations of a Trustee under the Maryland Trust Act
  • Can a Trustee be paid for his/her services?
  • Taxes and Tax Returns of a Trust
For questions or comments, please contact:
Eve Kennedy
Client Associate
BWFA
emailus@bwfa.com
410-461-3900
 
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