CLIENT WEBINAR! TRUSTEE WORKSHOP
from Raymond J. GermanWhat your Trustees need to know now - actions to take and whom to contact at death or incapacity
Tools of your estate plan - how and when they work, and who can use them
Your Trustee's legal and financial responsibilities - including tax returns, managing assets and required accounting
Practical tips on being a Trustee, Executor, or Power of Attorney Agent
How to avoid common and costly mistakes - avoid tax consequences, financial loss and legal liability for the Successor Trustee
How to disperse inheritances from the Trust and how to avoid disputes and conflict with family members
When the Trustee should ask for help - most Trustees will need some assistance at some point. We're here to help every step of the way! (from )
germanlawgf.com/seminars/client-webinar-trustee-workshop/
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February 22, 2022 from 7:00 to 8:30 pmFebruary 22, 2022 07:00 to February 22, 2022 08:30 -
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