Free

Free Workshop: Is Your Trustee Prepared?

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Collier Law

1020 Liberty Street SE

Salem, OR 97302

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Event description

Description

Join us at Collier Law for a special Trustee Preparedness Workshop as part of our series of *free* Estate Planning Workshops. 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.

*EVENT DETAILS*

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 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 seminar, guests can expect to receive practical and accessible information regarding trust administration, estate planning, and how to best approach their individual needs.

ADDITIONAL NOTE
Coffee and cookies will be provided

RSVP
Submit your RSVP through Eventbrite, by calling Collier Law at 503-485-7224, or by visiting this link: http://bit.ly/CollierLawWorkshops

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Collier Law

1020 Liberty Street SE

Salem, OR 97302

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