Name: I’m a Trustee… Now What?
Start: 2025-02-26T13:00:00-07:00
End: 2025-02-26T14:30:00-07:00
Location: Sandy Library

$I\u2019m a Trustee\u2026 Now What?$

So you're a trustee now - what's next? Let's figure it out together at our event!
About this Event

I’m a Trustee… Now What?
When: February 26th, 1:00 PM
Where: Sandy City Library

Join us for this insightful seminar featuring Juston Puchar with Beyond the Real Estate and Klea Harris from Angle Advocates Law. Together, they will guide you through essential topics for trustees, including:

The 21 responsibilities of a trustee
Strategies to mitigate capital gains taxes
How to leave a fudeless legacy
Understanding the six major mistakes families make when choosing an estate planning attorney—and how to make a thoughtful, loving choice for your family

This is a unique opportunity to learn, ask questions, and gain the knowledge you need to navigate the complexities of being a trustee. Don’t miss out on this FREE educational seminar—mark your calendar and bring your questions!