Retirement Trustee

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



Thursday, February 2

12 Noon

Thursday, March 29

4 pm