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
Pam Cross
John Klees
Stephanie Myott – Beebe
Andrea Snyder
Wednesday Feb 26, 2020
3:30 PM - 5:30 PM EST
3:30 Refreshments and Registration
4:00 Presentation
5:00 Q&A
5:30 Adjourn
Rhoades McKee
55 Campau Ave NW, Suite 300
Grand Rapids, MI 49503
Registration: $20/person
Please contact us with any questions.
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Printed courtesy of www.fbagr.org/ – Contact the Family Business Alliance for more information.
250 Monroe Ave, NW, Grand Rapids, MI 49503 – 616-771-0575 – fba@fbagr.org