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Trustee School (For Clients and their Families) - Legacy Estate Planning, LLC

Legacy Estate Planning, LLC

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,
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      • 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:Sheraton Bellevue Hotel - Snoqualmie Room, 100 112th Ave NE, Bellevue, PHONE: DTSTAMP:20230322T001708 UID:641a4904be498 END:VEVENT END:VCALENDAR
      Trustee 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
Brunch will be served. We strongly encourage you to attend with your Successor Trustees so they can learn what their responsibilities will be when you pass away or become incapacitated. If you are a client and would like to attend with your family and/or Successor Trustees, you can register below or call our office. If you can’t attend but your family member or Successor Trustee still wants to come, they can attend without you as long as you confirm their registration. Please call our office to reserve seats for guests who will be attending without a client. Check out this related article about What Your Family Needs to Know About Your Will or Trust
This event is over and registration has been closed.

WHERE WE ARE

Legacy Estate Planning, LLC
2320 130th Avenue NE, Suite 230
Bellevue, WA 98005
United States (US)
Phone: (425) 455-6788
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OFFICE HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM