Symposium 3 – Have You Done Your Homework?
May 2 @ 9:45 AM - 10:45 AM
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Have You Done Your Homework?
Not only is your trust binder full of important legal documents, but it also contains documents to guide your family in implementing your plan. This workshop offers a guided session to completing your Memorandum for Distribution of Personal Property, Remembrance and Services Memorandum, Child Care Exhibit, Key Information section, and other documents that you may customize. Please bring your trust binder(s) and we will identify your “homework” and provide direction on completing it.
Click the following links to sign up for the other classes:
Trustee Training: Trust Process 8:30 AM – 9:30 AM
Current Events in Estate Planning 8:30 AM – 9:30 AM
Trustee Training: Administration Process 9:45 AM – 10:45 AM
Have You Done Your Homework? 9:45 AM – 10:45 AM
Funding Your Trust 11:00 AM – 12:00 PM
The Truth About Organ, Tissue and Eye Donation 11:00 AM – 12:00 PM
If you would like to sign up for multiple classes, please register on each classes’ page or name each class in the comment field in the Registration Form below.