Estate Planning and Trust Administration issues often occur at different stages in one's life. The Rhoades McKee Estate Planning Team has produced a complimentary one-of-a-kind seminar that will educate and empower you to address the current issues most applicable to you and your family. We
Responsibility Ahead: Understanding the Role and Liabilities of being a Trustee and a Personal Representative
May 5, 2020 / 5:00 PM - 6:00 PM
Because of proper planning, you have agreed to serve as a trustee to your parent’s estate. This session will provide you a greater understanding of the legal implications, the investment and tax issues, and the overall human behavioral aspects that you may face in this new and challenging role.
- Tackling the tough conversations
- What to do immediately after the death of a parent
- An overview of trust and estate administration
- Winding up a trust and avoiding liability
