Trustee Training

20 Nov

Trustee Training

Event Information

Date 11/20/2021
Time 10:00 am - 12:00 pm
Location Zoom
Platform






As part of the InSight Law Maintenance and Family Education Program, we provide our clients and their families with various educational opportunities so that all parties understand and are comfortable with the estate planning process. This is why we offer in-depth training to trustees so they are comfortable in this important role and can hit the ground running when needed.

In our experience, we have discovered that providing this type of education to our client families before major life events occur reduces a great deal of stress for the entire family.  In addition, it helps facilitate the goals of:  1) disability planning; 2) a smooth transfer of wealth; 3) educating the beneficiaries on how to protect and maximize their inheritance; and 4) making life easier for family members and helpers during difficult times.

Clients, beneficiaries/family members, successor trustees and financial advisors are all welcome to attend.  This program is an overview that qualifies attendees for the reduced settlement fee offered under the InSight Law Maintenance Plan.

 

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