First Class:   Tuesday, March 26, 2019, at 7 PM – 9 PM

Second Class: Thursday, March 28, 2019, at 7 PM – 9 PM

Trustee Workshop

499.00 

Till March/10 only

$199.00

For your family and guests

This workshop is a two-day session and it is designed for trustees and those name to serve as their fiduciaries in the event of death or incapacitation. The workshop will be conducted like an academic course, with a curriculum, review quizzes after each topic and Q&A session. Real life Hypothetical case studies will be used to apply the concepts that are learned.

Trustee & Power of Attorney educational workshop

Become an expert Trustee

We often see that the people who clients name to take care of their affairs after death or incapacitation are in the dark about what they are supposed to do when the time comes. This can lead to anxiety, confusion, and costly mistakes later.

Join us with your children (age 14 or older), Trustees and POA Agents at this one of a kind school. This is a serious education for those who are serious about this important topic. Graduates will learn when to act, what to do, and how to do it.



Note: This workshop is a two-day session, and it is designed for trustees and those name to serve as their fiduciaries in the event of death or incapacitation. The workshop will be conducted like an academic course, with a curriculum, review quizzes after each topic and Q&A session. Real life Hypothetical case studies will be used to apply the concepts that are learned.
 

A summary of the agenda of topics to be covered includes:

 

  • ·      Basic legal concepts of estate planning

 

  • ·      Goals of estate planning

 

  • ·      The tools of estate planning attorney and how they work  

o   Fiduciary and their responsibilities

o   Common mistakes of fiduciaries and misconceptions

 

  • ·      How to use the tools of the estate plan when a person becomes incapacitated

 

  • ·      What to do when the grantor (the person created the trust) passes

 

  • ·      The legal process of settling a trust estate when the trustmaker passes

 

  • ·      What you can do now to make the process of estate settlement later more efficient

 

  • ·      Practical tips on being a Trustee or POA Agent

 

  • ·      Special topic: Life Insurance in estate planning the benefit and disadvantage

 

  • ·      Special Topic:  Retirement account and IRA inheritance trust.

Become an expert Trustee

First Class:   Tuesday, March 26, 2019, at 7 PM – 9 PM

Second Class: Thursday, March 28, 2019, at 7 PM – 9 PM

Register for the class