Workshop: Responsibility Ahead - Understanding the Role and Liabilities of Being a Trustee
Because of proper planning, you have agreed to serve as a trustee to your parent’s estate. This session will provide you a greater understanding of the legal implications, the investment and tax issues, and the overall human behavioral aspects that you may face in this new and challenging role.
1. Tackling the tough conversations
2. What to do immediately after the death of a parent
3. An overview of trust and estate administration
4. Winding up a trust and avoiding liability
Stephanie Myott – Beebe