• What Every Successor Trustee Needs to Know When a Loved One Passes Away

    Type: webinar Date: May 27 Time: 01:00 PM - 02:30 PM Phone: 310-337-7696
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      • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE: DESCRIPTION:CLICK HERE TO REGISTER A summary of the agenda of topics to be covered includes:• Primer on basic legal concepts and estate planning• The tools [Read more...] ADDRESS: DTSTART:20210527T130000 DTEND:20210527T143000 URL;VALUE=URI:https://www.schomerlawgroup.com/seminars/what-every-successor-trustee-needs-to-know-when-a-loved-one-passes-away/ SUMMARY:What Every Successor Trustee Needs to Know When a Loved One Passes Away LOCATION: PHONE:310-337-7696 DTSTAMP:20210922T210014 UID:614b995ea2c47 END:VEVENT END:VCALENDAR
        What Every Successor Trustee Needs to Know When a Loved One Passes Away.ics

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    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.

    Event is due and cannot be registered at the moment