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X-WR-CALDESC:Events for Beacon Legacy Group
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SUMMARY:Train The Trustee Webinar
DESCRIPTION:Sign Up for the Webinar\n\nEmpowering Trustees to Succeed With Confidence \nServing as a trustee is an important responsibility — but it can also be overwhelming. Our Train the Trustee Webinar is designed to give trustees\, successor trustees\, and family members the knowledge and tools they need to confidently carry out their duties and avoid costly mistakes. \nIn this webinar\, you’ll learn:\n\n\nThe Trustee’s Role & Legal Duties: Understanding fiduciary obligations and key responsibilities. \n\n\nTrust Administration Basics: From gathering assets to managing distributions and investments. \n\n\nCommon Pitfalls to Avoid: Learn what not to do to protect yourself and the trust assets. \n\n\nCommunication & Record-Keeping: Best practices for working with beneficiaries and maintaining proper documentation. \n\n\nWhen to Seek Professional Help: Knowing when legal\, tax\, or financial advisors are needed.
URL:https://beaconlegacygroup.com/event/train-the-trustee-webinar/
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