Have you been named trustee? Have you selected a trustee or
are you in the process of choosing one now? It's important to understand what
that role entails. Trustees must deal with both money and people. You might be
more worried about the financial aspects, but the people may prove to be the
greater challenge. What common mistakes do trustees often make and how can they
be avoided? Important considerations include selecting a trustee, planning for
the distribution of wealth, funding your trust, consolidating your assets and
how to prepare if you become incapacitated. Through real-life scenarios, learn
how trustees can become more aware of their responsibilities and active
participants in the decisions impacting their families.
Purpose: Learn what it takes to be a trustee and why
selecting the proper trustee is so important, and hear real-life examples of
what can go wrong if you don't choose wisely
Facilitators: Dennis Landfried, Joe Cleveland, David Frye,
Philip Fincher, Dallas Revord (Guest Presenters – FineMark Bank) |
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