You and your Trustees will learn:
What your Trustees need to know now – actions to take and who to contact at death or incapacity. Don’t wait for an emergency to figure it out these important steps!
Tools of your estate plan, how and when they work, and who can use them
Your Trustee’s legal and financial responsibilities – including tax returns, managing assets and required accounting
How to avoid common and costly mistakes that could result in tax consequences, financial loss and legal liability for the Successor Trustee.
Practical tips on being a Trustee, Executor or Power of Attorney agent
How to disperse inheritances from the Trust and how to avoid disputes and conflict with family members
When the Trustee should ask for help – most Trustees will need some assistance from our firm at some point. We’re here to help every step of the way!