Title: Trustee School – What is a Trustee and what are they responsible for?

Area: San Diego

Date: Saturday, June 9, 2018

Time: 10:00 AM - 11:30 AM

Location: Our Office in Tierrasanta

Address: 6050 Santo Road, San Diego, CA 92124


Trustee & Power of Attorney School

Have you wondered if your family will know what actions to take when the time comes for your estate plan to work?

Does your family know what actions to take upon your death or incapacity? Are they clear on the operative documents?

Join us with your adult children, Successor Trustees, Executors and Power of Attorney Agents at this unique class.

Don’t have a Successor Trustee, Executor or Power of Attorney Agent? This class is also for you.

Attendees will learn what actions to take when someone becomes incapacitated and/or after someone dies, and what role your agents and fiduciaries play in the process. We will cover tips and recommendations on how to best prepare for the future. Being prepared to implement an estate plan is as critical as having a plan.

*Seating is limited and reservations are required.

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