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📲(561) 955-8515

Trustee Training (For Siegel Law Group Clients Only)

Tue, August 8, 2023
6:00 pm

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.


The Crystal Corporate Center
2500 North Military Trail, Suite 470, Boca Raton, FL 33431

Before you go!

7 Steps to make Sure your Estate Plan is in Order

Make smart choices to protect your loved ones. Download our FREE guide.
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