F8: Wearing the Trustee Hat - Real Life Scenarios
March 6, 2020 · 9:00-11:00 am
Description: Have you been named trustee, or have you selected a trustee to carry out your wishes? Being a trustee for an estate is a big responsibility - not only is the trustee responsible for seeing that a loved one's wishes are carried out, they may also be responsible for other people's finances in the short term. Being named trustee doesn't mean that you are prepared for what it might take to carry out those responsibilities. Through real-life scenarios, this presentation aims to help trustees become more aware of their responsibilities and be active participants in the decisions impacting their families.
Purpose: Learn about trustees and their role
Facilitators: Dennis Landried, Billie Porter (Guest Presenters - FineMark Bank) |
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