WEBINAR: Taxation of Trusts: What Do I Need to Know as Trustee?


BWFA invites you to an interactive workshop discussion, “Taxation of Trusts: What Do I Need to Know as Trustee?” This webinar will explore the tax rules for trusts and how they are different than individuals.

WEBINAR
DECEMBER 16, 2025
11:45 AM – 1:00 PM

TOPICS WILL INCLUDE:

  • What information do I need to provide my tax preparer?
  • What language in the trust do I need to understand?
  • What is my liability for filing?
  • Do I need a bank account?
  • As trustee, am I required to make distributions?
  • What tax information will the beneficiaries receive annually?

PRESENTERS:

TOWNSEND HORNOR, JR.
CEPS

Managing Director, Wealth Management & Executive Committee

LAWRENCE M. POST
CPA, MST, CFP®. CIMA®

Senior Tax and Planning Advisor

 

For questions or help registering, please contact
Cortney Caronna, Senior Marketing Associate | emailus@bwfa.com | 410-461-3900
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