Trustee Workshop

Title: Trustee Workshop

Area: 201 Players Circle, Suite 150, Southlake, Texas 76092

Date: Tuesday, December 12, 2017

Time: 6:30 PM - 7:30 PM

Location: McGee Law Firm – Southlake

Address: 201 Players Circle, Suite 150, Southlake, Texas 76092


Description

You Have Named Your Children, Relatives, Or Friends as Your Successor Trustees. Can You Answer These Questions for Them?

Not a thought we all want to have, but the reality is, when a person dies, there are only four ways assets can pass to someone else. Together, we will review the four ways and share some insights into the risks of an improperly funded Trust. The McGee Law Firm is here to make sure your assets are covered, and that they last for the family members you intend to share with!

• What should the trustees expect of the beneficiaries?

• What does the IRS expect?
• What are the four things a living trust does not do? Hint: Medical Decisions, Creditor Protection, Medicaid Qualification, Income Taxes
• Learn how your plan handles the four things a living trust does not do.
• Learn about all the thing a living trust does do!

Your Successor Trustees will have a brief overview of how a living trust works and how they should:
• Access Your Funds
• Pay Your Debts and Distribute Your Assets Properly
• Resolve Disputes
• Prove Their Authority as Trustee
• Avoid Claims of Self-Dealing and Conflict of Interest
• Deal with Your Creditors
• Receive Reimbursement of Expenses
• Know the Value of Your Assets
• Set Up Proper Accounting Procedures

Learn all this and more by attending this workshop, exclusively for our clients, their children, family, friends, co-workers, relatives, loved ones, Successor Trustees, financial planners, insurance agents, and accountants.


Bookings no longer allowed on this date.