This document provides an overview and summary of estate planning concepts for a successor trustee training. It discusses the goals of estate planning including controlling assets while alive, planning for disability or death, and passing on assets in accordance with one's wishes. It also covers the responsibilities of a successor trustee in administering and distributing trust assets according to the terms of the trust document.
1. Nuts and Bolts I Successor Trustee Training Presented by: Suzanne M. Graves Attorney and Counselor At Law Legal Certified Specialist in Trust, Estate Planning and Probate by the State Bar of California 1317 W. Foothill Blvd., Suite 245, Upland, CA 91786 Phone: (909) 981-6177 / Fax: (909) 981-8859 E-mail: SGraves@SuzanneGraves.com
2. Estate Planning Overview Definition of Estate Planning I Want to Control My Property While I’m Alive and Well; Plan for Me and My Loved Ones if I Become Disabled;
34. When the Trustmaker Dies First, you grieve - Contact immediate family/friends - Use trust binder information - Arrange care for family and pets during next few days
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
50.
51.
52.
53.
54.
55.
56.
57.
58.
59.
60.
61.
62. Nuts and Bolts I Successor Trustee Training Thank you for attending our seminar. We hope you have enjoyed it. The Law Offices of Suzanne M. Graves, Inc .