- After Death Actions
Trust Administration MISTAKES to Avoid
Date & Time
- October 2nd @ 12:00 PM (PST)
Description
- Is your trust funded? Is your trust managed correctly? Are you keeping track of taxes and records? Join expert attorney Jim Cunningham to uncover the ins and outs of trust administration and avoid common trust administration mistakes in California that could harm your legacy. Discover the basics of a living trust and why having clear documents is vital. If you’re the Trustee, learn to sidestep pitfalls like mismanaging assets and ignoring tax issues or record keeping. Don’t get caught in legal troubles and penalties. If you’re a Grantor, how do you know if your Trust is properly funded? Get the best tips so your beneficiaries get what they deserve. Take charge now—learn if your trust is being managed effectively to safeguard your legacy!