Vermont Fiduciary Report On License

State:
Vermont
Control #:
VT-SKU-0547
Format:
PDF
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Description

Fiduciary Report On License The Vermont Fiduciary Report On License is an annual report that must be filed by fiduciaries who are appointed or licensed to manage the assets of a trust, estate, or conservatorship in the state of Vermont. The report includes information such as the name of the fiduciary and the name of the trust, estate, or conservatorship; the total value of the assets held; a list of the assets held; an explanation of the fiduciary’s activities during the reporting period; and a description of any actions taken to protect the interests of beneficiaries. There are two types of Vermont Fiduciary Report On License: the General Report and the Limited Report. The General Report applies to all fiduciaries and is due no later than June 1st of each year, while the Limited Report is due no later than October 1st and is only applicable to certain fiduciaries. Both reports must be filed with the Office of Professional Regulation.

The Vermont Fiduciary Report On License is an annual report that must be filed by fiduciaries who are appointed or licensed to manage the assets of a trust, estate, or conservatorship in the state of Vermont. The report includes information such as the name of the fiduciary and the name of the trust, estate, or conservatorship; the total value of the assets held; a list of the assets held; an explanation of the fiduciary’s activities during the reporting period; and a description of any actions taken to protect the interests of beneficiaries. There are two types of Vermont Fiduciary Report On License: the General Report and the Limited Report. The General Report applies to all fiduciaries and is due no later than June 1st of each year, while the Limited Report is due no later than October 1st and is only applicable to certain fiduciaries. Both reports must be filed with the Office of Professional Regulation.

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Vermont Fiduciary Report On License