Will Your Loved Ones Know What To Do When It Is Time? – Thompson Von Tungeln

Many of you have wisely established and funded your trust. Congratulations! However, does your child, relative or friend who will be your Living Trust’s “Successor Trustee” have any idea what they need to do when you’re disabled or have passed away??? No matter how thoughtfully and excellently drafted your Living Trust is, preparing your Successor Trustee to properly perform their duties could not be more important.

• What your Successor Trustee doesn’t know could cost your family hundreds of thousands of dollars and years in delay.
• Does your Successor Trustee know what your Trust says and if it’s fully funded?
• Can your Successor Trustee keep your estate secure and out of Probate?
• An unprepared Successor Trustee can put you at risk when you are sick or disabled.
• Your Successor Trustee may face personal liability for making mistakes.
As the area’s largest law firm specializing in estate planning for over 45 years, we are pleased to announce our 2024 Greater Santa Clarita Valley Successor Trustee Workshop at the Hyatt Regency Valencia, 24500 Town Center Dr. Valencia, CA 91355 at 9:30am on Saturday, April 20, 2024. Especially designed for those with a trust and their Successor Trustees, there is absolutely no cost for this event. This informative 90-minute seminar will review the key elements of a complete and up to date estate plan and what your Successor Trustee will need to do when they need to step in to help.
Typically only offered only once a year in the Santa Clarita area, we urge you and your Successor Trustee(s) to attend this important event. Space is very limited so please call us at (661) 945-5868 at your earliest convenience (or visit www.TrustTVT.com) to reserve your seat or if you have any questions.

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