February 2026 Successor Trustee Training

An in-depth training for successor trustee(s) so that they have the knowledge to manage all their future responsibilities. We will also provide introductory materials to get them started when the time comes. This is a great opportunity to engage your successor trustees in their future role while you are still here to do discuss it all 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