Trusts must be properly administered to accomplish their goals. This is why it is so important to choose the right trustee and, if you have been named as trustee, to understand the duties and responsibilities involved.
A trustee can be held legally and financially responsible for improperly administering a trust, even if mistakes are unintentional.
Whether you are in the process of choosing a trustee, or you have agreed to serve as a trustee, you can’t afford to miss our free workshop.
By attending this workshop you will learn:
You will also learn about the importance of Powers of Attorney and the role of your attorney-in-fact.
All workshops will be streamed live via our Facebook Events Page. If you can’t attend this in person, feel free to join us there!