Stephen M. Waltar, PS
Trustee School (For Clients and their Families)
Type: seminar
Date: November 30
Time:
10:00 AM - 12:00 PM
Venue: Sheraton Bellevue Hotel - Snoqualmie Room, 100 112th Ave NE, Bellevue
Google Map
- + Calendar
- Google Calendar
- Outlook Calendar
- Download ICS File
BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Sheraton Bellevue Hotel - Snoqualmie Room DESCRIPTION:This event is intended to help our clients educate their loved ones about their estate plan and the responsibilities of their Successor Trustees and various “Agents” listed throughout their plan. (These Agents include Successor Trustees, Power of Attorney Agents, and Personal Representatives.) At this seminar, we’ll help answer the many questions your family or Successor […] ADDRESS:100 112th Ave NE DTSTART:20191130T100000 DTEND:20191130T120000 URL;VALUE=URI:https://www.waltar.com/seminar/trustee-school-for-clients-and-their-families/ SUMMARY:Trustee School (For Clients and their Families) LOCATION: PHONE: DTSTAMP:20231001T185005 UID:6519bf5d0914b END:VEVENT END:VCALENDARTrustee School (For Clients and their Families).ics
This event is intended to help our clients educate their loved ones about their estate plan and the responsibilities of their Successor Trustees and various “Agents” listed throughout their plan. (These Agents include Successor Trustees, Power of Attorney Agents, and Personal Representatives.)
At this seminar, we’ll help answer the many questions your family or Successor Trustees have, including:
- The basics of Estate Planning
- What’s the difference between a Trustee and an Executor / Personal Representative?
- What Financial and Health Care Power of Attorney Agents can and can’t do
- Responsibilities and duties of a Trustee, Agent, or Personal Representative
- Important things to know about the law
- Actions that should be taken in an emergency
- What your family / agents need to do if you become permanently incapacitated
- What family / agents need to do if you pass away
- Question and Answer Session
This event is over and registration has been closed.
