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Client Seminar: Trustee/Executor School

Type: seminar Date: March 12 Time: 06:30 PM - 08:30 PM Venue: Hampton Inn & Suites, 1101 Technology Park Drive, Glen Allen, VA 23060,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Hampton Inn & Suites 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 […] ADDRESS:1101 Technology Park Drive DTSTART:20200312T183000 DTEND:20200312T203000 URL;VALUE=URI:https://www.mleelaw.com/seminars/client-seminar-trustee-executor-school/ SUMMARY:Client Seminar: Trustee/Executor School LOCATION:Hampton Inn & Suites, 1101 Technology Park Drive, Glen Allen, VA 23060, PHONE: DTSTAMP:20210515T212648 UID:60a03c983b64c END:VEVENT END:VCALENDAR
      Client Seminar: Trustee/Executor School.ics
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.
  During the class, we will also be offering a free estate plan review meeting
Event is due and cannot be registered at the moment