You have been appointed trustee, now what?
There is significant work to be done as trustee, but if you need help managing your duties, the downloadable leaflet in our newest blog post encourages you to consult professionals like lawyers and CPAs, or a range of government agencies. You can also obtain “errors and omissions” insurance to cover you in case you make a mistake.
To learn about trustee responsibilities, please go to our blog post: https://penbaylaw.com/you-have-been-appointed-trustee/
Consider attending a FREE Estate Planning Workshop. All Attendees receive a 1 hour FREE Consultation.
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