Trustee School Workshop
Join Schomer Estate & Wealth Advisors for our Trustee School
Join Us for Wine, Wisdom & Peace of Mind
July 30, 2025 at 6:00 PM
An In-Person Seminar for Trustees and Their Families
What is Trustee School?
Trustee School is a free educational seminar designed to help current, successor, or newly appointed trustees understand their legal and fiduciary responsibilities in administering a trust.
Whether you’re actively managing a trust or may one day be called upon to serve, this event will give you the confidence and clarity to fulfill your role with ease and professionalism.
💡 We strongly encourage you to bring your successor trustees. It’s one of the best ways to ensure your wishes are carried out smoothly and with minimal confusion or conflict.
Event Details:
📅 Date: Wednesday, July 30, 2025
🕠 Time: 6:00 PM – 7:30 PM
📍 Location: Total Wine & More – Tasting Room (Second Floor)
🔎 Address: 11441 Jefferson Blvd, Culver City, CA, 90230
🍷 Light refreshments provided
What You’ll Learn:
✔️ What to Do First as a Trustee – Immediate steps to take after someone passes
✔️ Understanding Your Legal Duties – Avoid common mistakes that create liability
✔️ Notifying Beneficiaries and Managing Assets – What the law requires and best practices
✔️ Taxes, Debts, and Distributions – Learn how to keep things compliant and organized
✔️ Working with Professionals – When and how to bring in attorneys, CPAs, or advisors
✔️ How to Avoid Conflict – Strategies for keeping peace among beneficiaries
✔️ Live Q&A – Get your trust administration questions answered on the spot
We look forward to seeing you!
Be sure to participate with your spouse, or feel free to invite a friend.
REGISTER NOW!
Yes! Send me the instructions on how to join the workshop!
Attorney Scott Schomer
Scott P. Schomer has been certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California. He is a graduate of Boston University School of Law with 25 years of experience. He has appeared on local and national television discussing the importance of estate planning. His firm, Schomer Estate & Wealth Advisors, is a professional law corporation that specializes in elder law, probate, wills, trusts & conservatorships.