2018 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

       Tuesday, October 23, 2018     11 a.m. – 1 p.m.

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 COME AS OUR GUEST

Please call 651-451-9696 by Friday, October 19, 2018

to reserve your place.

 

 

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