Will your Trustee know what to do and how to manage your affairs if
you become incapacitated or pass away?
Join our FREE Educational Webinar for Kobrick & Moccia Clients and Their Trustees
Friday, October 28, 2022, at 10:00am
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!
This event is FREE for our clients and their loved ones.
At this Webinar, you will learn:
What your Trustees need to know now– Actions to be taken and Who to
Contact at Death or Incapacity
• Tools of your Estate Plan – How and When they work, and Who can use them
• Your Trustee’s Legal and Financial Responsibilities
• How to Avoid Common and Costly Mistakes
• Practical Tips on being a Trustee, Executor or Power of Attorney Agent
• The Correct Way to Distribute Inheritances from the Trust and How to Avoid
conflict with family members when doing so
• When should the Trustee ask for help
WARNING: If your Trustee fails to handle their duties promptly and correctly, he or she may be personally liable to your beneficiaries and may have to pay damages out of their own pocket! That’s why we recommend Every Client with a Trust attend this Webinar with their Trustee for added protection, confidence, and peace of mind.
This presentation 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.
Register today to join us by filling out the form or calling (516) 248-9500.
Yes! Send me the instructions on how to join this trustee school webinar!
About the Speaker:
Anthony M. Moccia is President of The Law Offices of Kobrick & Moccia PC. Mr. Moccia assists clients, and their families with many of their important Estate Planning needs, including the drafting of Wills, Trusts, Powers of Attorney, and Health Care Documents, as well as, Elder Law, and Medicaid planning, including pre-planning strategies and Medicaid Applications. He is admitted to the New York State Courts and is a member of the N.Y. State and Nassau County Bar Associations. He serves as a member of the Elder Law and Trust & Estates Section of the N.Y. State Bar Association.