Learn the critical roles and responsibilities of a trustee
One of the most critical aspects of creating a trust is choosing a trustee. But what exactly is a trustee? What responsibilities must one undertake? And what are some of the dangers of choosing a trustee? In this free and informative seminar, you’ll learn the significant roles a trustee plays in fulfilling your goals of an estate plan, including:
- Executing the wishes of your estate plan
- Preserving and protecting your assets from probate, taxation, creditors
- Ensuring the smooth, timely, and cost-effective transfer of your wealth from generation to generation
- Being held personally liable for breach of their fiduciary duty
| Date |
Time |
|---|---|
| Thursday, February 2 |
12 Noon |
| Thursday, March 29 |
4 pm |