What You Need to Know About Trustees, Executors, Power of Attorneys, and Fiduciaries
In order to complete your estate plan, you need to understand the roles and responsibilities of these key players and what qualities to look for in each. Special emphasis on what to do when you don’t have (or don’t want) a friend or family member to have a legal role in carrying out your wishes. What is the difference between a trustee, a successor trustee and an executor? Why are there two types of power of attorney? How do you go about hiring someone to act on your behalf?
Date: March 22, 2016
Time: 10:00 – 11:30 a.m.
Place: La Feliz Room, Seymour Marine Discovery Center, 100 Schaffer Rd, Santa Cruz
Cost: No charge, but prior registration is required
Presenters: Karen Calcagno and Tracy Cole
MORE INFO AND REGISTRATION: https://donorsmar22.eventbrite.com
Questions: Robin Larsen, donor services officer, firstname.lastname@example.org or 831.662.2061