EDUCATIONAL WEBINARS
Presented by Davis Wills & Trusts PC
JOIN US FOR FREE AT OUR UPCOMING
SUCCESSOR TRUSTEE TRAINING WEBINAR
April 9, 2026 @ 12:00pm over Zoom
Successor Trustee Training
An in-depth training for successor trustee(s) to give them the knowledge they need to manage all of their future responsibilities as trustee. We will also provide introductory materials to get them started for when the time comes. This is a great opportunity to engage your successor trustees while you are still here to do discuss everything with them.
Webinar Agenda:
What to do if the Grantor is disabled
Checklist of initial responsibilities for the successor trustee
Trust administration process
Common administrative questions
Taxes and tax returns
EDUCATIONAL WEBINAR SCHEDULE
In-depth one-hour training for successor trustees to prepare them for the trustee role. We will also provide introductory materials to get them started for when the time comes. This is a great opportunity to engage your successor trustees while you are still here to discuss everything with them. Webinar Agenda:
What to do if the Grantor loses capacity
Checklist of initial responsibilities for the successor trustee
Trust administration process
Common questions
Taxes and tax returnsFeel free to share this link with your successor trustees, friends and family. Successor Trustee
Training
Attendance fee: FREE
March 12th @ 12:00PM
A one-hour education on fraud prevention to help you and your loved ones minimize your chances of being victims of fraud. Staying informed is the best way to keep you, your family, and your financials safe. Webinar Agenda:
Fraud in the USA
AI and Fraud: Fuel for the Fire
Understanding Artificial Intelligence
Hints for identifying scammers online
Fraud Scheme Predictions
Securities gained from estate planning
What to do if a loved one was recently a victim of fraud
Feel free to share this link with your friends and family.
Fraud Prevention
Attendance fee: FREE
Tentative
Learn about cleaning up old trusts and B trust termination.Webinar Agenda:
What is B trust termination
Importance of cleaning up old trusts
Process explainedFeel free to share this link with your friends and family. Cleaning Up Old
Trusts - B Trust
Termination
Attendance fee: FREE
June 4th @ noon
A one-hour education about everything regarding estate planning. This is a great opportunity to learn about estate planning directly from a practicing attorney. Webinar Agenda:
What is estate planning and why do it?
Probate process and cost breakdown
Benefits of a comprehensive estate plan
Estate planning documents explained
Security of estate planning
Trust administration process
Feel free to share this link with your friends and familyAll About
Estate Planning
Attendance fee: FREE
Tentative
DISCLAIMER: These webinars are made available by Davis Wills & Trusts PC for educational purposes only, and not to provide specific legal advice. Informationlearned from these webinars should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. Jennie Bretschneider
Presented by
Our founding attorney, Jennie Bretschneider, established Davis Wills & Trusts PC because she truly enjoys helping other people.
