LawyerLisa Family Forum May Workshop: TRUST SCHOOL

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Join us as attorney Lane Cook discusses the Trustee’s role after the death of a Trustmaker:
A review of the various reasons Trusts are used.
What should a Trustee do first after the death of the Trustmaker?
Tips for identifying and accessing the decedent’s accounts.
The duties the Trustee owes to the Trust’s beneficiaries.
Tax filing basics.
Good recordkeeping and reporting habits.

*Coffee service provided.