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.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Kimberly Vawter, Esq. and Stephanie Downer, Esq.

Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’