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Submitted by Missy Davis on

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in these different situations?

Join estate planning attorneys Kate Langmore and Steve Mancini for an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties and avoid personal liability while preserving the important family relationships.  The discussion is also the perfect opportunity to review the terms of your trust for this inevitability.
 

Click link below to download power point presentation related to webinar. 

Paper
35 Slides

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
52 Minutes
Steve Mancini and Kate Langmore
CE Credit Designations and Licenses
CFP®
CLU
ChFC
RICP
Credit Type hours
1
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