2022 Trust Forum Presentations

SERVICES NEEDED: 1. Someone tactful to develop governance plan. 2. Someone to pay bills. 3. Someone to inspect property periodically. 4. Someone to provide leasing services. 5. Someone to supervise contractors. 6. Someone to handle asset sale. 7. Someone to prepare financial statements. 8. Someone to value the property periodically.

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HOW TO MANAGE ANY U.A.

1. Gather information. 2. Have an expert say how it should be managed (a “Management Plan”). 3. Execute the Management Plan.

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