Date(s) - 11/13/2019
6:30 pm - 8:00 pm
Community Conference Room
The Bernstein Law Group, PC cordially invites you and your guests to attend our upcoming private, by-invitation only event – The Successor Trustee Workshop
because a crisis is not the best time for your family to learn what their roles and responsibilities are!
Wednesday, November 13, 2019
6:30 PM-8:00 PM
COMMUNITY CONFERENCE ROOM
100 CUMMINGS CENTER, SUITE 221-E
BEVERLY, MA 01915
This is a presentation for those members of our clients’ families who will carry out the responsibility of Trustee for a living trust, Health Care Agents, and agents under Power of Attorney.
Please join us for this workshop where Attorney Paul Bernstein will:
- provide attendees with an understanding of the basics of estate planning
- teach successor trustees about trusts and trust administration, preparing them to assume the role of Trustee when the time comes
- teach health care agents and agents under Power of Attorney about their roles when the time comes
This is a must program specifically for every trustee and agent of every living trust. You and your trustees are encouraged to attend together.
Seating is extremely limited. So Register Today!
Complimentary beverages will be served.
We want our clients to have every opportunity to be the most informed on issues and subjects that affect their lives in a variety of ways. Therefore, at the Bernstein Law Group, we are providing workshops related to your legacy, your life. It is an expression of our commitment to offer exceptional services to you and your family. We welcome your suggestions for future programs.
Bookings are closed for this event.