About this Event
Will Your Loved Ones Know What to Do When You are Gone?
If you’ve named your children, relatives or friends to be in charge as “Successor Trustee” of your Living Trust when you pass away (or become disabled), they probably will have no idea of what to do! After all, they’ve probably never served as a Trustee before! Unfortunately…
What They Don’t Know Could Cost Your Family Hundreds of Thousands of Dollars!
Worse yet, if your Successor Trustee fails to handle certain tasks promptly and correctly, he or she may be personally liable out of his or her own funds for damages to your beneficiaries!
• Determine the duties owed to your beneficiaries?
• Properly carry out those duties?
• Work together with your beneficiaries to avoid conflict?
• Resolve any disputes that do happen?
• Prove their authority to act?
• Access your funds rapidly?
• Deal with your creditors and overdue bills?
• Avoid an IRS audit?
• Determine the value of your assets?
• Distribute the right assets at the right times?
• Defend against contests?
• Avoid liability for self-dealing or conflicts of interest?
• Get paid compensation and get reimbursed for expenses?
• Set up proper accounting procedures?
• Avoid the numerous pitfalls for the unwary that could expose them to lawsuits?
Attend this FREE workshop with your Successor Trustees to get these answers and more!
Event Venue & Nearby Stays
Hyatt Regency Valencia, 24500 Town Center Dr., Valencia, United States
USD 0.00
