My Loved One Named Me As a Trustee. Now What? Part 2

Description

This 2 part series (each 1 hour) is our most popular workshop, The Trustee Workshop. You will learn a brief overview of how a trust actually works, what is expected of a Trustee and when to act, what a beneficiary will expect from a Trustee, what a Trustee should expect from a beneficiary, what the IRS will expect, and a brief overview of Trust Administration. Led by Attorney Susan Barnett and Attorney Rex Hogue.