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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?
• Learn about all the thing a living trust does do!
• What does the IRS expect?
• Learn how your plan handles the four things a living trust does not do.
What are the four things a living trust does not do? Hint: Medical Decisions, Creditor Protection, Medicaid Qualification, Income Taxes
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
• Deal with Your Creditors
• Avoid Claims of Self-Dealing and Conflict of Interest
• 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.
Trustees have a lot of responsibility. We want to help ensure that they are prepared. So, grab your family, co-workers, or friends and join us for Trustee School. And, no, they do not have to be clients.