Understanding the Role and Liabilities of Being a Trustee and a Personal Representative

May 5, 2020 / 5:00 PM – 6:00 PM

Because of proper planning, you have agreed to serve as a trustee to your parent’s estate. This complimentary seminar will provide you a greater understanding of the legal implications, the investment and tax issues, and the overall human behavioral aspects that you may face in this new and challenging role:

  • Tackling the tough conversations
  • What to do immediately after the death of a parent
  • An overview of trust and estate administration
  • Winding up a trust and avoiding liability

Event Details

Date:

Trustee Workshop / Tuesday, May 5, 2020

Time:

5:00 PM – 6:00 PM | Refreshments Provided

Location:

Rhoades McKee | 55 Campau Avenue NW, Suite 300, Grand Rapids

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