Successor Trustee Primer (for Clients only)

Being named a Successor Trustee is an important responsibility, but many people don't fully understand what the role involves until it's too late. This training provides clear, practical guidance to help trustees and their families understand their duties, avoid common mistakes, and ensure the trust is handled smoothly and according to plan. A well-prepared trustee can make all the difference when it matters most.

You may also like the following events from Wagner Oehler, Ltd.:

• Next month, 20th November, 03:00 pm, Estate Planning Basics in Lake City
• This December, 9th December, 02:15 pm, Debunking Myths of Estate Planning in Rochester

Also check out other Workshops in Rochester.