Trustee Workshop: Steps to Take and Mistakes to Avoid

Trustee Workshop: Steps to Take and Mistakes to Avoid

Type: seminar Date: October 27 Time: 01:00 PM - 02:00 PM Venue: Courtyard Marriott , 183-15 Horace Harding Expressway, Fresh Meadows, NY United States
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Courtyard Marriott DESCRIPTION:Join our FREE Educational Event for Clients and Their Successor Trustees If you have a Living Trust and want the peace of mind knowing your loved ones and/or Successor Trustee will know exactly what to do if you become disabled, incapacitated, or pass away… … then make plans to join us for our upcoming Trustee […] ADDRESS:183-15 Horace Harding Expressway DTSTART:20221027T140000 DTEND:20221027T150000 URL;VALUE=URI:https://www.nyestateplan.com/workshop/trustee-workshop-10-27-2022/ SUMMARY:Trustee Workshop: Steps to Take and Mistakes to Avoid LOCATION:Courtyard Marriott , 183-15 Horace Harding Expressway, Fresh Meadows, NY United States PHONE: DTSTAMP:20221201T204510 UID:63891256138c0 END:VEVENT END:VCALENDAR
      Trustee Workshop: Steps to Take and Mistakes to Avoid.ics

Join our FREE Educational Event for Clients and Their Successor Trustees

If you have a Living Trust and want the peace of mind knowing your loved ones and/or Successor Trustee will know exactly what to do if you become disabled, incapacitated, or pass away…

… then make plans to join us for our upcoming Trustee Workshop. This event is free for our clients and their loved ones.

You and your Trustees will learn:

  • What your Trustees need to know now – actions to take and who to contact at death or incapacity. Don’t wait for an emergency to figure it out these important steps!
  • 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
  • How to avoid common and costly mistakes that could result in tax consequences, financial loss and legal liability for the Successor Trustee.
  • Practical tips on being a Trustee, Executor or Power of Attorney agent
  • 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 from our firm at some point. We’re here to help every step of the way!

WARNING: If your Successor Trustee fails to handle their duties promptly and correctly, they may be personally liable to your beneficiaries and may have to pay damages out of their own pocket! That’s why every client and their Successor Trustees should attend this workshop for protection, confidence, and peace of mind. This class will ensure your Trustee is prepared to administer your Trust that honors your wishes, minimizes the chance for conflict, and helps them avoid costly mistakes or oversights. Register today to join us!

Space is Limited!

This event is over and registration has been closed.