fbpx

Attend a Free Wills & Trusts Workshop

Register Now

Trustee/Executor School

Type: seminar Date: May 17 Time: 06:30 PM - 08:30 PM Venue: Hampton Inn & Suites, 1101 Technology Park Drive. Glen Allen, VA 23059, Glen Allen,

TRUSTEE/EXECUTOR SCHOOL

Understanding and Administrating an Estate Plan

What Happens When A Loved One Dies?

• 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/Executors

• Role of the Attorney: Is an attorney necessary to help facilitate the

Trust Administration process, and how they may be able to help.

• Timing: The law requires the trustee to act within a very short time

frame, what actions have time constraints  

Event is due and cannot be registered at the moment