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Board of Trustees Meeting January 28, 2010, Trustee Finance and Planning CommitteeAction Item: Budget Assumptions for 201011 Fiscal YearBackground: At the December 10, 2009, meeting, the committee
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Trustee finance and planning involves managing the finances and assets of a trust for the benefit of beneficiaries.
The trustee of a trust is required to file trustee finance and planning.
To fill out trustee finance and planning, the trustee must gather and report all financial information related to the trust.
The purpose of trustee finance and planning is to ensure proper management and distribution of the trust's assets.
Information such as income, expenses, investments, and distributions must be reported on trustee finance and planning.
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