In working with their estate planning attorney, many of our clients choose to name a child or other family member as their successor trustee. In most cases, that individual has little to no experience serving in this important capacity. Here’s a great opportunity to educate trustees and answer their questions proactively.
Our friends at Collier Law are hosting a free workshop designed specifically for trustees-to-be. They will cover the specific duties laid out in Oregon Law and give future trustees an idea of what to expect, how to identify and document required information and when to seek professional assistance with trust settlement.
When: Tuesday, July 17th, 530 – 7pm
Where: Collier Law Office | 1020 Liberty St. SE Salem, OR 97302
Space is limited. You can register by clicking here, or calling 503.485.7224.