Choosing your executor, trustee and agent under a power of attorney.
What should you consider when choosing the person who will care for you, your estate and your loved ones? Have you been named in someones else's estate plan, and are you wondering what you are expected to do? These role are called "fiduciaries," and there are special rules and considerations that apply to naming, and acting as, a fiduciary.
Bring your "fiduciary" candidates and learn together about:
- The responsibilities of executor, trustee and agent under power of attorney
- Common pitfalls and real life stories highlighting the best and worst of fiduciary administration
- Tips for designating your fiduciary
- Update on the estate tax and probate laws
3:30 p.m. - Registration
4:00 p.m. - Seminar Begins
5:30 p.m. - Reception
This is a complimentary seminar. Space is limited. Please RSVP by Oct. 8 to:
phone: 503.228.3939 x3175