My Loved One Named Me As a Trustee. Now What? Part 1

Description

This is a two part version of our most popular workshop, The Trustee Workshop. In these sessions (each 1 hour), you will get a brief overview of how a trust actually works, what is expected of a Trustee and when to act, What a Beneficiary will expect of a Trustee and What the Trustee should expect from a Beneficiary, What the IRS expects from a Trustee, and a brief overview of Trust Administration. Led by Attorney Susan Barnett and Attorney Rex Hogue.