Trustee/Executor School (A Client Event)

A Client Event Come out and bring your named executors to this special Trustee/Executor School!  Participates will gain a greater 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.