Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
September 28, 2017 @ 2:30 pm – 4:00 pm
The Southern California Institute
3636 Nobel Dr #450
San Diego, CA 92122
Shelley Lightfoot
858 200-1911

A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.