What happens when you die?
What happens if you become incapacitated?
How does your Trust work?
Join us with your children, Trustees, and POA Agents at this one-of-a-kind school. This is serious education for those who are serious about this important topic (but we promise we’ll have some fun too). Graduates of Trustee School will learn:
- How a Trust works and how to minimize risk to your estate
- Responsibilities of a Successor Trustee
- Practical tips on being a Trustee or POA Agent
- What happens when a Trustor dies or becomes incapacitated
Don’t worry, there won’t be a test at the end…
The safety and well-being of our clients and employees remain our highest priority. For that reason, we have decided to hold our annual Trustee School exclusively online this year. We encourage you to share this invitation with your successor Trustees and out-of-town family so they can attend as well.
We are offering this live webinar on two dates (please RSVP for only one webinar):
Thursday, November 5, 2020
2:00pm – 4:00pm
Saturday, November 7, 2020
10:00am-12:00pm
Be sure to sign up by October 25, 2020 to receive your school supply goody box!
Contact Erica Moses at (520) 529-4000 or email at erica@heritagelawaz.com for more information.
