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What To Do – Trustee Training – Boyne City

What To Do – Trustee Training – Boyne City

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

Boyne City - City Hall


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 are closed for this event.