Event Date: Wednesday, September 22nd
When your loved one passes away, the administration of a trust requires a personal representative to follow several steps to distribute and take care of the assets on behalf of the beneficiaries. It’s often the responsibility of a loved one to step in and settle a trust after someone passes away. While this is not an easy task, it can be managed properly. We are here to explain the process of dissolving a trust and the steps that need to take place.
This webinar covered:
- My loved one passed away. How do I find out if they have a living trust?
- Steps that should take immediately after the passing of a grantor/loved one.
- Settle a living trust in a timely manner to avoid paying higher taxes.
- What happens to a living trust when one spouse or partner dies and there is a surviving member?
- And more!!