In-depth 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.
Attendance fee: $50
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
Feel free to share this link with your successor trustees, friends and family.
In-depth 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.
Attendance fee: $50
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
Feel free to share this link with your successor trustees, friends and family.
