2020 Successor Trustee Workshop

You are Cordially Invited to Attend



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 TBA

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



Questions to be covered include:


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 call 651-451-9696 by Date TBA

to reserve your place.



Leave a Reply

Your email address will not be published. Required fields are marked *