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What Every Successor Trustee Needs to Know When a Loved One Passes Away
A summary of the 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 at incapacity
• When a person who makes a Living Trust dies
• The process of settling a trust when the trustmaker dies
• Trusts that do not terminate when the trustmaker dies

Join us with your children, Trustees and POA Agents at this one of a kind course. Families will learn when to act, what to do, and how to do it. Open only to Schomer Law Group
clients, their family, and their Trustees/ Agents.

May 13, 2021 01:00 PM in Pacific Time (US and Canada)

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