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The Elville Workshop Series – Presented by Elville and Associates’ Partner and Attorney Nicole Livingston Trustee School — Part Two
June 16 @ 11:00 am - 12:30 pm
Hosted by Elville and Associates’ partner and senior estate planning attorney Nicole Livingston, this webinar is a continuation of early spring’s “Trustee School — Part One.” In Part Two, Nicole will focus on how assets are legally transferred and the foundation of fiduciary responsibilities. As a fiduciary, one must recognize and understand the planning options and how each option works. To be discussed are the steps a fiduciary must take when presented by each option.
Please note — it is not necessary for you to have attended “Part One” to gain meaningful information from “Part Two”!
Key takeaways include:
— How assets are legally transferred
— At core of estate planning
— Primary goal at death of elder
— What is estate planning and what is an estate?
— Foundation of Fiduciary responsibilities
— The many planning options
— As a Fiduciary, you need to recognize and understand these
— How each option works
— Steps you must take when presented by each option
Please click here to RSVP and receive the link to the webinar. Should you have any questions ahead of time, please contact Community Relations Director Jeff Stauffer at [email protected], or 443-393-7696 x117. We look forward to hosting you!