View cart “Trustee Training: Rights and Responsibilities” has been added to your cart.
Business Owners & Planning
The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition
July 18, 2018
Business Owners & Planning
Help Your Clients Protect Their Business From the Unexpected
July 18, 2018

Trustee Training: Rights and Responsibilities – August

$25.00

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations? Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships. The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.

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

Presented by Steve Mancini, Esq. and Brooke Jensen, Esq.

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in the different situations? Join Steve and Brooke for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships. The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.

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

Presented by Steve Mancini, Esq. and Brooke Jensen, Esq.