*************Rescheduled to June 28************
Education is a top priority at Cain & Cain. We enjoy helping our clients make informed decisions about their estate plans, as well as providing important education to their “helpers” who have been named in any kind of “role” in their estate plans.
This educational program is designed to take a close look at the role of a Successor Trustee during the settlement of an estate plan.
This is an excellent opportunity for Trustmakers, and individuals designated as Successor Trustees and/or Beneficiaries, to proactively become more knowledgeable and better prepared for this aspect of estate planning.
· What IS the role of a Trustee, or Successor Trustee?
· What things need to be addressed right away when a Trustmaker passes away?
· What things should NOT be addressed right away when a Trustmaker passes away?
· What should be expected during the process of settling an estate plan?