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Aptos, CA

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Trustee 101

Thursday, May 22 9:00a

How to Pick a Good Trustee or Be One

Families can be torn apart when there has been inadequate planning or no clear direction from the elders.

It's easy to put off those difficult conversations. What that happens, the choice of trustee often defaults to someone like the oldest child or firstborn son, whether or not they're the right choice for the job.

This presentation will help you choose the right trustee along with tips for effective communication.

Trustees? Co-trustees? Executor? Power of
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