Trustee Workshop: Steps to Take and Mistakes to Avoid

Type: seminar Date: July 28 Time: 06:30 PM - 07:30 PM Phone: 504-831-2348 Venue: Country Inn & Suites Metairie, 2713 N Causeway Blvd., Metairie, LA
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Country Inn & Suites Metairie DESCRIPTION:Free Client Educational Event! If you want your loved ones and/or Successor Trustee to know exactly what to do if you become disabled, incapacitated, or pass away… then join us for our upcoming Trustee Workshop. You and your Trustees will learn: What your Trustees need to know now – actions to take and who to […] ADDRESS:2713 N Causeway Blvd. DTSTART:20210728T183000 DTEND:20210728T193000 URL;VALUE=URI:https://morrisonlawplc.com/seminars/trustee-workshop/ SUMMARY:Trustee Workshop: Steps to Take and Mistakes to Avoid LOCATION:Country Inn & Suites Metairie, 2713 N Causeway Blvd., Metairie, LA PHONE:504-831-2348 DTSTAMP:20210727T031755 UID:60ff7ae3ca636 END:VEVENT END:VCALENDAR
      Trustee Workshop: Steps to Take and Mistakes to Avoid.ics

Free Client Educational Event!

If you want your loved ones and/or Successor Trustee to know exactly what to do if you become disabled, incapacitated, or pass away… then join us for our upcoming Trustee Workshop.

You and your Trustees will learn:

  • What your Trustees need to know now – actions to take and who to contact at death or incapacity
  • Your Trustee’s legal and financial responsibilities – including tax returns, managing assets, and required accounting
  • How to avoid common and costly mistakes – avoid tax consequences, financial loss, and legal liability for the Successor Trustee
  • How to disperse inheritances from the Trust and how to avoid disputes and conflict with family members

 

Every client and their Successor Trustees should attend this workshop for protection, confidence, and peace of mind. Spaces are Limited! REGISTER HERE or CALL (504) 831-2348

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