I’m a Trustee… Now What?

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!

Host or Publisher Juston Puchar and Team with Keller Willams Realty