Successor Trustee Primer (for Clients only)

Schedule

Fri Nov 07 2025 at 09:00 am to 11:00 am

UTC-06:00

Location

Rochester Area Foundation | Rochester, MN

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Being named a Successor Trustee is an important responsibility, but many people don't fully understand what the role involves until it's too late. This training provides clear, practical guidance to help trustees and their families understand their duties, avoid common mistakes, and ensure the trust is handled smoothly and according to plan. A well-prepared trustee can make all the difference when it matters most.

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Where is it happening?

Rochester Area Foundation, 12 Elton Hills Dr NW, Rochester, MN 55901-3538, United States

Event Location & Nearby Stays:

Host or Publisher Wagner Oehler, Ltd.

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