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FULL - The Trustee Workshop: Keeping Things In Good Order Now and in the Future - Northern California Center for Estate Planning and Elder Law

FULL – The Trustee Workshop: Keeping Things In Good Order Now and in the Future

Type: seminar Date: January 11 Time: 10:00 AM - 12:00 PM Venue: Northern California Center for Estate Planning & Elder Law, 2277 Fair Oaks Blvd., Ste. 320, Sacramento, CA 95825,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Northern California Center for Estate Planning & Elder Law DESCRIPTION:PRIVATE CLIENT SEMINAR. Prudence dictates that you review and, as needed, update your estate plan periodically particularly when there are significant changes in your health, wealth or family situation as well as key changes in the law. It is also important that your assets be properly funded in your trust and other housekeeping efforts be […] ADDRESS:2277 Fair Oaks Blvd., Ste. 320, Sacramento, CA 95825 DTSTART:20200111T100000 DTEND:20200111T120000 URL;VALUE=URI:https://www.norcalplanners.com/seminar/full-the-trustee-workshop-keeping-things-in-good-order-now-and-in-the-future-4/ SUMMARY:FULL – The Trustee Workshop: Keeping Things In Good Order Now and in the Future LOCATION:Northern California Center for Estate Planning & Elder Law, 2277 Fair Oaks Blvd., Ste. 320, Sacramento, CA 95825, PHONE: DTSTAMP:20211027T220140 UID:6179cc44b56d6 END:VEVENT END:VCALENDAR
      FULL – The Trustee Workshop: Keeping Things In Good Order Now and in the Future.ics
PRIVATE CLIENT SEMINAR. Prudence dictates that you review and, as needed, update your estate plan periodically particularly when there are significant changes in your health, wealth or family situation as well as key changes in the law. It is also important that your assets be properly funded in your trust and other housekeeping efforts be performed to make sure your trust works when it is needed. If you have not reviewed your plan recently or just have questions or doubts about the current status of your estate plan, this workshop is for you. We will cover the basics of sound estate planning and provide you with the means to review, assess and update, as needed, your existing plan. We will also provide an overview of the duties of your successor trustee. To better prepare your successor trustee should you pass away, resign or become incapacitated, you are welcome to bring him or her with you to the workshop.
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