Successor Trustee Training
April 30 @ 6:00 pm - 7:30 pm CDT| Free
Join us for this special FREE workshop!
Presented by Michael Stuart of Family Legacy Alliance, in conjunction with Wojcicki Law, attendees will learn important information to help them be better prepared. As an attorney & CPA, Michael focuses his practice on Estate & Tax Planning, Asset Protection, and Business Succession, with over 37 years of estate planning experience.
In this entertaining and informative workshop, you will learn:
The importance of understanding a Trustee’s responsibilities
How the new Illinois Trust Code directly impacts you
What triggers will require you to act
How retirement benefits are affected under the new law
How to keep the planning up-to-date with changing tax laws
Why health care powers are so important today
Why a Living Will alone will not ensure your medical care wishes will be carried out