UE Speaker Series: How to be a Fiduciary: What to do if you are someone's power of attorney, trustee
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How to be a Fiduciary: What to do if you are someone's power of attorney, trustee or executor
Tuesday, November 10th at 10:00 AM
presented by Valerie Stanek
If you are the executor of a will, the trustee of a trust, or someone’s power of attorney agent, you are taking on a very serious responsibility. This presentation introduces these roles and helps participants anticipate and avoid the common mistakes that people make when handling financial transactions on behalf of their loved ones.
Tuesday, November 10th at 10:00 AM
presented by Valerie Stanek
If you are the executor of a will, the trustee of a trust, or someone’s power of attorney agent, you are taking on a very serious responsibility. This presentation introduces these roles and helps participants anticipate and avoid the common mistakes that people make when handling financial transactions on behalf of their loved ones.
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Where is it happening?
4520 California Road, Orchard Park, NY, United States, New York 14127
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherOrchard Park Senior Center
