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The Trustee Workshop: How to Make Sure Your Trust Works When You Need It - Northern California Center for Estate Planning and Elder Law

The Trustee Workshop: How to Make Sure Your Trust Works When You Need It

Type: seminar Date: August 4 Time: 02:00 PM - 04:00 PM Venue: Sacramamento Office, 2277 Fair Oaks Blvd, Ste. 320, Sacramento, CA 95826, Sacramento,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Sacramamento Office DESCRIPTION: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.  If you have not reviewed your plan recently […] ADDRESS:2277 Fair Oaks Blvd, Ste. 320, Sacramento, CA 95826 DTSTART:20160804T140000 DTEND:20160804T160000 URL;VALUE=URI:https://www.norcalplanners.com/seminar/the-trustee-workshop-how-to-make-sure-your-trust-works-when-you-need-it/ SUMMARY:The Trustee Workshop: How to Make Sure Your Trust Works When You Need It LOCATION:Sacramamento Office, 2277 Fair Oaks Blvd, Ste. 320, Sacramento, CA 95826, Sacramento, PHONE: DTSTAMP:20211027T222628 UID:6179d21459ab7 END:VEVENT END:VCALENDAR
      The Trustee Workshop: How to Make Sure Your Trust Works When You Need It.ics
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.  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 how trusts are administered upon the death or incapacity of the trust’s creator.  To better prepare your successor trustee should you pass away or become incapacitated, you are welcome to bring him or her with you to the workshop.

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