Successor Trustee Training Workshop
September 12 @ 5:00 pm - 6:30 pm
Join Brandon Rains and a group of like-minded clients and their successor trustees as Brandon reviews some of the responsibilities and duties of successor trustees.
Being a trustee (and learning how to do it on the job) has to one of the hardest jobs out there, yet so many have to do exactly that. These trainings are designed for families subscribing to the Continual Purposeful Planning Program to help minimize the inefficiency and fees associated with administering the trust of a passed loved one.
Clients and their successor trustees are invited and encouraged to attend.