Trustee School Webinars


Seminars


webinars

October 14, 2021
1:00 pm
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October 21, 2021
1:00 pm
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Join us with your children, Trustees, and POA Agents at this one-of-a-kind school. This is an educational opportunity for those who are serious about this important topic (but we promise we’ll have some fun too).

We recommend that participants attend both sessions of Trustee School. However, if you are unable to attend the second session, participants will receive a follow-up recording.

Graduates of Trustee School will learn:

  • Duties and responsibilities of a trustee or executor
  • What are the critical steps you should take after a loved one passes away
  • A timeline of the administration process
  • How to keep an inventory and accounting of trust assets
  • How and when to distribute money to the beneficiaries

Don’t worry, there won’t be a test at the end… The safety and well-being of our clients and employees remain our highest priority. For that reason, we have decided to hold the Trustee School exclusively online. We encourage you to share this invitation with your successor Trustees and out-of-town family so they can attend as well.


Class 1 - Foundational Course for Trustees & Executors

Thursday, October 14th 

1:oo PM

Overview: Learn about the importance of estate planning and the duties and responsibilities of a fiduciary.

Topics covered:

  • The importance of planning and administering your estate
  • Duties of a trustee and executor
  • The differences and similarities between trust and will
  • Common types of trust (RLT, APT, IRREV)
  • Barriers to administration
  • Result of failure to fund trust
  • Beneficiary challenges and complaints

SAVE MY SPOT


Class 2 - The “How, When and Why” of Estate Administration

Thursday, October 21st

1:00 PM

Overview: Learn about trust administration and the probate process.

Topics covered:

  • Administration (at death of first spouse and at death of surviving spouse) -Asset management -Accounting -Taxes -Sale/liquidation -Distribution
  • Probate process -Court probate process and requirements -Downfalls of probate proceedings
  • Incapacity -Role of the trustee during incapacity - Unexpected financial and health care challenges
  • Other Trust Structures (Special Needs Trust, Pet Trusts)
  • Importance of Choosing Your Trustee

SAVE MY SPOT


Contact Ryan Gonda at (775) 823-9455 or email at trustee@wealth-counselors.com for more information.

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