Successor Trustee Training

Successor Trustee Training

April 30, 2020 @ 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.

SCENARIO:

You are named as Trustee or Successor Trustee for someone’s trust...

Do you know what to do?

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

RSVP Today!

This seminar is free of charge, but as space is limited, reservations are required. To reserve your spot, call 847-907-4611 ext. 221 or register online.

RSVP TODAY

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