Learn how the 1301 Management Trust enables the management of assets belonging to minor children, incapacitated adults, and persons with disabilities. The 1301 Management Trust offers an alternative to opening a guardianship estate and permits such person’s property to be managed without application to the court for approval of discretionary distributions, payment of expenses, and […]
Live Webinar - Investing and Accounting Description: In this presentation, attendees will learn the basics of investing. We will cover various investment vehicles, fundamentals of investing and identify the levels of risk. We will also be discussing how to create the court-ordered annual accountings for the Guardians of the Estate that will need approval from […]