Seminars Category: Estate Planning

Thu 28
Trustee Workshop: Steps to Take and Mistakes to Avoid
Date: July 28 Time: 06:30 PM - 07:30 PM Type: seminar
Category: Client Eventestate planningseminarworkshop
Venue: Country Inn & Suites Metairie, 2713 N. Causeway Blvd., Metairie, LA United States

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