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

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

Type: seminar Date: January 10 Time: 02:00 PM - 04:00 PM Venue: Sacramamento Office, 2277 Fair Oaks Blvd, 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 and other housekeeping efforts be performed to make […] ADDRESS:2277 Fair Oaks Blvd DTSTART:20190110T140000 DTEND:20190110T160000 URL;VALUE=URI:https://www.norcalplanners.com/seminar/the-trustee-workshop-keeping-things-in-good-order-now-and-in-the-future/ SUMMARY:The Trustee Workshop: Keeping Things In Good Order Now and in the Future LOCATION:Sacramamento Office, 2277 Fair Oaks Blvd, Sacramento, PHONE: DTSTAMP:20211024T161845 UID:61758765279fe END:VEVENT END:VCALENDAR
      The Trustee Workshop: Keeping Things In Good Order Now and in the Future.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 and other housekeeping efforts be performed to make sure your trust works when it is needed.  If you have an 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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