Trustee Training (For Siegel Law Group Clients Only)

Learn more by Attending a Special Presentation Exclusively for Our Clients and Their Successor Trustees

• Properly carry out the duties owed to your beneficiaries and work together with your beneficiaries to
  avoid conflict and resolve disputes.
• Access your funds immediately when the time comes.
• Deal with your creditors, avoid overdue bills and avoid an IRS audit.
• Properly determine the value of your assets and successfully defend against contests.
• Avoid liability for self-dealing or conflicts of interest.
• Get paid compensation and get reimbursed for expenses and set up proper accounting procedures.
• Avoid many other pitfalls for the unwary that could expose the Trustee to personal liability — even if he or
  she is smart, responsible and good with money.

Seating will be limited for this timely and insightful presentation. Call Naomie to register at (561) 955-8515 or email naomie@siegellawgroup.com.