7 Steps to a Successful Business Exit
September 8, 2016
Brain Injury and Special Needs Trusts
October 18, 2016
How to Avoid Conflict Before Estate Settlement
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A client or a client’s family member has just passed away and now the successor trustee must serve as a trustee of the living trust. Are you prepared to handle to myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that the 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 addressed the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq.
A client or a client’s family member has just passed away and now the successor trustee must serve as a trustee of the living trust. Are you prepared to handle to myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that the 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 addressed the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq.
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