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[Workshop] Choosing a Trustee - Do's and Don'ts
[Workshop] Choosing a Trustee - Do's and Don'ts

[Workshop] Choosing a Trustee - Do's and Don'ts

When creating an estate plan, a grantor is required to determine who the trustee for their trust should be once the Grantor can no longer be their own trustee. Choices include... [Learn More]

Time & Location

Dec 05, 2024, 10:30 AM

Junell Group Training Room, 10539 Professional Cir Suite 100, Reno, NV 89521, USA

About the event

Join us for this FREE Workshop!  [Venue different to Seminars, see below]

When creating an estate plan, a grantor is required to determine who the trustee for their trust should be once the Grantor can no longer be their own trustee.  

Choices include naming a family member, naming the attorney who created the trust or naming a corporate trustee.  

We will discuss why the best choice is to name a corporate trustee.

Join us as Education Partner Lou Robinson with Alliance Trust Company helps us understand the pitfalls of a wrong decision when it comes to our wishes.

Venue is the Training Room at the Office of Annette & Brett Junell, Keller Williams, 10539 Professional Circle, Suite 100, Reno, NV 89521.

Refer to map and directions at www.JunellGroup.com/directions otherwise you are likely to get lost.

Registration Type

  • In-Person

    Join us in person for the seminar at the Junell Group Training Room, 10539 Professional Cir Suite 100, Reno, NV 89521. Space is limited, and advanced registration is required.

    $0.00

Total

$0.00

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