COVID-19 Update: Our office is “open” and we are offering our popular estate planning workshops virtually. Additionally, all initial meetings will be conducted through video chat and telephone calls so that you can get your affairs in order now, safely.
Trustee School 101 - Does Your Future Trustee Need to Be Educated? - The Hayes Law Firm

Trustee School 101 – Does Your Future Trustee Need to Be Educated?

Type: seminar Date: August 17 Time: 06:00 PM - 08:00 PM Venue: The Hayes Law Firm, 729 Mission Street, Suite 300, South Pasadena, CA 91030, South Pasadena,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:The Hayes Law Firm DESCRIPTION:If you have been or will be appointed a trustee you will want to attend this day and a half workshop. A trusteeship is a critical, active role that has significant influence on the welfare of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. A properly prepared […] ADDRESS:729 Mission Street, Suite 300, South Pasadena, CA 91030 DTSTART:20190817T180000 DTEND:20190817T200000 URL;VALUE=URI:https://www.losangelestrustlaw.com/events/trustee-school-101-does-your-future-trustee-need-to-be-educated/ SUMMARY:Trustee School 101 – Does Your Future Trustee Need to Be Educated? LOCATION:The Hayes Law Firm, 729 Mission Street, Suite 300, South Pasadena, CA 91030, South Pasadena, PHONE: DTSTAMP:20211204T232252 UID:61abf84c5c94f END:VEVENT END:VCALENDAR
      Trustee School 101 – Does Your Future Trustee Need to Be Educated?.ics
If you have been or will be appointed a trustee you will want to attend this day and a half workshop. A trusteeship is a critical, active role that has significant influence on the welfare of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. A properly prepared trustee means: A well educated and adjusted beneficiary. Intelligently run investment and distribution strategies that fulfill the grantor's vision. A harmonious and constructive relationship between the trustee and beneficiary. The risk from not being fully prepared includes: Conduct, intentional or not, that breaches the fiduciary dury of the trustee leading to litigation and personal liability. A beneficiary who lives feeling entitled to the wealth without appreciating their responsiblity to support the health of the trust for their benefit and the benefit of future generations. Suboptimal results of the business or investment obligations for current or future beneficiaries. Come learn from experts in the field who will provide a balanced perspective of the legal, investing, and human behavioral aspects of being a trustee. The attendees will be comprised of your peers who are trustees or beneficiaries of family trusts. Attendees of this workshop will learn to: - Understand the duties and powers of a trustee. - Recognize the importance of building an effective relationship with the beneficiaries. - Differentiate between mandatory and discretionary distribution. - Manage the risks of serving as a trustee.
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