Trustee Lunch and Learn Workshop - Steps to Take and Mistakes to Avoid

If you want your loved ones and/or Successor Trustee to know exactly what to do if you become disabled, incapacitated, or pass away... then join us for our upcoming Trustee Workshop.

You and your Trustees will learn:

✔ What your Trustees need to know now—actions to take and whom to contact at death or incapacity.

✔ Tools of your estate plan—how and when they work, and who can use them.

✔ Your Trustee’s legal and financial responsibili- ties—including tax returns, managing assets and required accounting

✔ Practical tips on being a Trustee, Executor or Power of Attorney agent

✔ How to avoid common and costly mistakes— avoid tax consequences, financial loss and legal li- ability for the Successor Trustee

✔ How to disperse inheritances from the Trust and how to avoid disputes and conflict with fam- ily members

✔ When the Trustee should ask for help—most Trustees will need some assistance at some point. We’re here to help every step of the way!

WARNING: If your Successor Trustee fails to handle their duties promptly and correctly, they may be per- sonally liable to your beneficiaries and may have to pay damages out of their own pocket!

SPACE IS LIMITED! DON’T WAIT FOR AN EMERGENCY TO FIGURE OUT THESE IMPORTANT STEPS!

Every client and their Successor Trustees should attend this workshop for protection, confidence, and peace of mind.Light refreshments will be served.

Presented by Myrna E. Arroyo & Devin Jones, Estate Planning Attorneys