Join us for this comprehensive presentation regarding the duties and responsibilities of trustees, including those of successor trustees during incapacity and upon death. We will cover:
• Overview of Trusts;
• Trustee Duties and Responsibilities;
• Trust Administration Basics;
• Working with Professionals;
• Legal Compliance and Tax Issues;
• Common Scenarios and Pitfalls;
• Record Keeping and Communication;
• Warnings for Trustees;
• Understanding Principal and Income; and more!
This workshop is via Zoom Videoconferencing. Please RSVP to receive the link (link will be sent a day prior to meeting).
