Virtual Trustee School

Date/Time: 08/29/2020, 10:00 am - 12:00 pm

Please join Attorney David Banas for a complimentary virtual session of our Trustee School, where we will cover the nuts and bolts of trust administration, including:

  • Trustee responsibilities, including taxation and reporting requirements
  • Government benefits basics and how trust administration can impact those benefits
  • Using care managers to ensure quality of life

Registration is required for the Zoom Room. We hope you’ll join us.

Any questions please call 216-861-0360

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Posted in Elder Law, Estate Planning.