What: Free Monthly Luncheon – What Does a Successor Trustee Do?
When: Friday, April 21, 2017 at noon
Where: Tannenbaum Scro, 1990 Main St., Ste. 725, Sarasota, FL 34236
Come join us for our Free Monthly Lunch & Learn at Tannenbaum Scro on Friday, April 21, 2017 at noon.
Revocable living trusts have become very common estate planning documents, but few people know exactly what a successor trustee does. A trustee has something called “fiduciary responsibilities” to you, your beneficiaries, and your creditors. These are legal obligations and neglecting to perform those responsibilities may result in unhappy beneficiaries, family conflict, lawsuits, tax penalties, and large legal fees paid from your trust assets.
Choosing the right successor trustee is key to ensuring your estate plan works the way you hope. What are the pros and cons of naming a family member or a friend, a CPA, an attorney, a bank, or a trust company? Come to our luncheon and find out what a successor trustee does and how to choose the ones that are the right fit for your family.
Our guest speaker will be Trust Officer Suzanne Ellin, JD, CGMA, CTFA, CFP®, from the Sarasota office of Canandaigua National Trust Company.
This will be an informal workshop – no “death by Powerpoint” and plenty of Q&A time.
Bring your friends and family members, too – especially if they’re your successor trustees!
Please register here.
Or R.S.V.P. to Alex by April 19th: (941) 308-3158, or [email protected].
