Responsibilities of your successor trustee and those named in your Power of Attorney and Advance Directive?
If you become incapacitated, your critical estate planning documents come into play and ensure that someone will be able to take care of virtually everything for you.
- What powers are allocated under each of your documents?
- Revocable Trust
- Durable Power of Attorney
- Advance Health Care Directive
- Under what circumstances do these documents and roles come into play?
- Are these individuals to be compensated? If so, how is the rate of compensation determined?
- How are these roles coordinated to avoid overlap and conflict?
Join us for an interactive discussion about the role of your many estate planning documents and how they fit together. We strongly encourage you to share this with the individuals named in your documents and given such responsibilities.
Most important is the individual named as your successor trustee.
Presented by Michael Gilfix and Mark Gilfix
