Clients Only Webinar: Trustee School

Type: webinarCategory: Estate Planning Date: October 20 Time: 10:00 AM Venue:

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If you have a Trust and want the peace of mind that comes from knowing that your Trustee will know exactly what to do if and when you become disabled, incapacitated, or pass away, then make plans to join us for our upcoming Educational Webinar!

Attorney Anthony M. Moccia will ensure that your Trustee is prepared to administer your Trust in a way that honors your wishes, minimizes the chance for conflict, and helps your Trustee avoid costly mistakes or oversights.

This Virtual Event is FREE and Open to our Clients and their loved ones only!

Friday, October 20, 2023

at 10:00 AM ET

You have an estate plan, but ... Will your family know what to do upon your death or incapacity? Do they know which of your estate planning documents they need to use and when to use them?

Join us for this unique class! Round up your Adult Children, Successor Trustees, Executors, and Power of Attorney Agents and bring them too!

Attendees will learn what to do after someone dies or is incapacitated, and the role various people and estate planning documents play in the process. We will also cover tips and recommendations that you can do now to prepare for the future. Being prepared to implement an estate plan is just as important as creating an estate plan.

Is your Trust properly funded? This is serious education about a critical piece of your estate plan. Attendees will learn the role of funding and how the various assets should be funded to meet your estate planning goals. We will discuss common mistakes and myths, along with offering practical tips to complete your estate plan's funding.

A Live Q&A Session will follow this Presentation, so that you have the opportunity to ask the questions most important to you!

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