(8/6) Trustee School, Part 1 of 3 – Estate Planning 101
from Dan R. MorrisJoin Morris Hall attorneys, Michael Halliday and Lisa Wynn, in their first of three webinar classes that focuses on the vital role of a trustee in a properly formed estate plan. The first of these classes will compare the difference between wills and trusts, and explain the basic responsibilities of the successor trustee during incapacity and at death
Part 1 “Estate Planning 101”
• Common misunderstandings about a Will.
• What makes a trust an ideal estate planning tool?
• How does the role/responsibility of a trustee/agent differ from a personal representative/executor?
* Don’t miss Part 2 - Trust Administration: Ins and Outs - Aug. 13th - Click Here to Pre-Register for Part 2
and Part 3 - Failing to Plan = Probate - Aug. 20th - Click Here to Pre-Register for Part 3 (from )
morristrust.com/seminars/webinar-trustee-school-part1/
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August 6, 2020 from 12:00 to 1:00 pmAugust 6, 2020 12:00 to August 6, 2020 01:00 -
3300 North Central Avenue, Phoenix, AZ
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