A summary of the Trust Administration agenda of topics to be covered includes:
• Primer on basic legal concepts and estate planning
• The tools of an estate plan
> How they work
> Who is the fiduciary and what are their responsibilities
> When each tool is to be used and who can use the tool
> Common mistakes and misconceptions
• How to use the estate plan when a person becomes incapacitated
• When a person who makes a Living Trust dies
• The legal process of settling a trust estate when the trustmaker dies
• Trusts that do not terminate when the trustmaker dies
• Practical tips on being a Trustee or POA Agent
Please register for a free seat at this link: https://events.genndi.com/register/818182175026316486/bd6946c5ee