Trustee Workshop: Steps to Take and Mistakes to Avoid
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.
Wednesday, July 28, 2021
6:30 – 7:30 PM
Country Inn & Suites Metairie
2713 N Causeway Blvd., Metairie, LA
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
About the Speaker:
Attorney Ronald “Chip” Morrison
Ronald “Chip” Morrison, Jr. is a Board Certified Estate Planning Law Specialist as certified by the Louisiana Board of Legal Specialization. He has devoted his practice to estate planning, probate, and business law for more than 16 years and is a member of the Jefferson Bar Association, New Orleans Bar Association, Louisiana State Bar Association, and the New Orleans Estate Planning Council..