Date/Time
Date(s) - 11/30/2017
5:30 pm - 7:30 pm

Location
Boyne City - City Hall

Categories

• Disability Planning
• Estate Planning
• Living Trusts
• Long Term Care
• Medical Powers of Attorney
• Trustee Training

What To Do – Trustee Training – Event Details

Doors open at 5:15pm, presentation starts at 5:30pm.

This workshop is intended for individuals who already have an estate plan, and any individual named as a trustee, agent, representative, guardian, or beneficiary in someone else’s estate plan.

Topics Include:

• Successor Trustee training for spouses, children, and others.
• You paid for your estate plan, now teach your family how it works.
• Teach your loved ones what to do upon your disability or death.
• Who will physically take care of you when you can’t?
• Who will make your legal, financial, and medical decisions when you can’t?
• Learn why most trusts do not work, and how to ensure yours does.
• Find out what it all costs and how to control the fees.
• Learn how to avoid probate, and what happens when you can’t.
• Using your trust to protect your family from creditors and predators.
• How the next generation uses your trust after you are gone,

and much more.

Bookings