Client Seminars: "How to be a Successor Trustee"
In the Spring and Fall of each year (usually April and November) Strauss
& Associates offers a client seminar on "How to be a Successor Trustee".
This seminar is directed to our client's concerns about how their trusts
work if they become incapacitated or upon death. What to do upon the
death or disability of a trustmaker and tax and other planning
opportunities that arise upon the death of a trustmaker. Our clients
attend to refresh their understanding of how revocable living trusts
work. Many bring children or others they have named as successor
trustees. We encourage our clients to even bring friends or family
members they wish to encourage to do estate planning. If you wish to
ensure that you are notified of the next client seminar, please click here.
Seminar: IRA Inheritance Trust Workshop
Location: Doubletree Hotel, Biltmore, Asheville, NC
Date: Tuesday March 18th
Time: 10 AM and 2 PM
RSVP: 828-258-0994
