Legacy Uncorked: The Trustee Handbook
Schedule
Thu Jun 27 2024 at 06:00 pm to 07:00 pm
UTC-07:00Location
McCoy Fatula, APC | Roseville, CA
About this Event
You're invited to Legacy Uncorked: The Trustee Handbook, Empowering Trustees for Success at 2400 Professional Drive, Roseville. Enjoy complimentary refreshments and small bites as we delve into securing your family's future and safeguarding your assets through a Trustee.
Join experienced attorney, Paige Cabral, as she navigates the intricacies of estate planning and trust administration, offering insights on how to bring peace of mind to you and your loved ones in a relaxed and welcoming environment.
All are welcome to attend this seminar, with particular benefits for:
- Current Trustees
- Named Successor Trustees
- Trustmakers
- Trust Beneficiaries
Topics include:
- Understanding the role of a Successor Trustee
- Exploring the duties and obligations of a Trustee
- Identifying the ideal candidate for Successor Trustee designation
- Equipping your loved ones for their roles as Trustees
Reserve your spot today - space is limited!
Where is it happening?
McCoy Fatula, APC, 2400 Professional Drive, Roseville, United StatesEvent Location & Nearby Stays:
USD 0.00