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Webinar “Is Your Trustee Prepared?”

Published: September 2, 2023; Author: Julia Sonrisa

 September 15, 2023    12:30 PM-01:30 PM EDT
Webinar “Is Your Trustee Prepared?”

Whether you’re just starting the process, or need changes made to your current plan, our workshops provide the ideal environment to learn more and ask questions about estate planning in a no-obligation, no-pressure setting.

Feel free to invite your spouse, your children, or anyone involved with your estate plan. All are welcome.

Speaker

Stephanie Palmblad, Attorney and Partner at Collier Law.

Topics

This workshop is specially designed to help guests learn more about stepping into the role of a successor trustee, including the laws and specific duties laid out in Oregon law. Our goal is to give future trustees an idea of what to expect from the job, how to identify and document required information, and when to seek professional assistance with trust settlement.

During the course of the webinar, guests can expect to receive practical and accessible information regarding trust administration, estate planning, and how to best approach their individual needs.

Additional note

* This is an ONLINE webinar. We recommend using Google Chrome to access the webinar on the day it airs (using another internet browser may cause you to experience connection issues or require you to download the AnyMeeting video conference app). *

RSVP

Submit your RSVP through Eventbrite, or by calling Collier Law at 503-485-7224.

You will receive an email from AnyMeeting with a link to join the webinar 15 minutes before the start time. You will also receive a recording of the webinar after it airs via email.

Time: 12:30 — 1:30 pm EST

Free!

Registration

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