2017 Successor Trustee Workshop

You are cordially invited to attend

A SUCCESSOR TRUSTEE WORKSHOP

Hosted by Trojack Law Office, P.A.

Presented by:

John E. Trojack, Attorney at Law

Practicing in the areas of Estate, Trust, and Legacy Planning

 Date Announcement Soon

Heartland Credit Union

5500 South Robert Trail

Inver Grove Heights, Minnesota 55077

 

A light lunch will be served

 

 If you are a successor trustee, you have made a commitment to

serve when the time comes.  This educational workshop is,

therefore, a must-attend event for you.

 

When does the trustee review and pay the bills that the deceased owed?

 

How does a trustee gain access to a trustmaker’s safety deposit box?

 

Does the trustee distribute personal effects and household furnishings owned by the deceased?

 

Can a beneficiary receive a distribution of property rather than a distribution in cash?

 

How many income tax returns does the trustee have to prepare?

 

What does a trustee do if there are some assets not held in the trust name?

 

 

PLEASE COME AS OUR GUEST

To make a reservation please contact the Trojack Law Office, P.A. by

Announcement soon

651- 451- 9696

 

 

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