What Do I Do If I SUDDENLY Become a Successor Trustee?

Trusts are controlled by trustees. But if a trustee becomes incapacitated or refuses to continue serving, the responsibility falls to a “successor trustee” who may be named in the trust, chosen by a “trust protector,” or even by a judge. Assuming the duties of a trustee or co-trustee when a loved one becomes incapacitated triggers a whole series of duties and responsibilities that you likely don’t know much about—along with personal liabilities that can be downright scary. Is a trusteeship in your future? Join us for an informative webinar where we outline the role, the duties, and the issues you may face!