What to Do When a Loved One Dies

Date: Wednesday April 20, 2016 

Time: 11:30am Registration 

11:45am to 1:15pm Presentation

Location: 2070 Pioneer Court, San Mateo CA

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Prepare for the Unthinkable

Your estate plan should give you peace of mind.  The truth is that most estate plans fail.  Documents may be outdated or poorly drafted, assets may be improperly titled, or the trustee or executor simply may not do what they should.  If you would like to know more about how your estate plan can succeed, please join us for a free workshop on the Rights and Responsibilities of Trustees.  We will address how your trust document affects the administration on incapacity or death, strategies for minimizing risk and preventing family conflicts.

What to do when a Loved One Dies

  • Have you named a child or friend as successor trustee of your living trust?
  • Has a friend or family member named you as successor trustee of their living trust?
  • Do you know what is entailed with this nomination?
  • Are you prepared to handle the myriad of questions from beneficiaries?
  • What are the rights and responsibilities of a trustee?
  • How is trust administration different on incapacity versus at death?
  • Are you aware that tax and investment advice may be different in these situations?

This free workshop for Trustors and Trustees is an overview of the legal and procedural requirements of trust administration to assist trustees and their trusted family advisors to properly discharge their duties.

We will address the need for legal, tax, accounting, and complete investment planning in trust administration and probate.  Participants will receive a complimentary copy of our Successor Trustee Handbook.