Client Event: Trustee/Executor School

Title: Client Event: Trustee/Executor School

Area: Glen Allen, VA

Date: Thursday, November 21, 2019

Time: 5:11 PM - 6:11 PM

Location: Hampton Inn & Suites

Address: 1101 Technology Park Drive, Glen Allen, VA 23059


Description

After this class, you will walk away with a clear understanding of:

  • Trustee Responsibility & Liability: what duties must the Trustee fulfill and how to shield the Trustee from liability
  • Taking Action: what steps need to be taken to begin the process of administering the Trust set up by the deceased
  • Stages: what are the different stages of the Trust Administration and Probate
  • Pitfalls: what are the most common pitfalls facing Trustees
  • Role of the Attorney: is an attorney necessary to help facilitate the Trust           Administration process, and how they may be able to help.
  • Timing: for certain actions, the law requires the trustee to act within a very short time frame, what actions have time constraints.

Reserve TODAY!  Bring your Successor Trustees.  Refreshments Served!



Privacy Policy


Seats*:
Keep this field blank:

(* marks a required field)