Free Seminar: The ABC's of Successfully Acting as Successor Trustee

ABCs of successfully acting as a Successor Trustee | California Estate Planning Lawyer

Will Your Loved Ones Know What to Do With Your Living Trust When You Are Disabled or Gone?

If you’ve named a child, relative or friend to be in charge as your “Successor Trustee” when you’re disabled or pass away, they probably have no idea of what they’ll need to do! Unfortunately...

What Your Successor Trustee Doesn’t Know Could Cost Your Family Hundreds of Thousands of Dollars! (not to mention Cause Lots of Family Conflict!)

And you could be placed at risk, if an unprepared Successor Trustee steps in when you’re sick or disabled, when you most need them to take proper care of you and your assets!

Your Successor Trustee needs to know how to:

Properly carry out the legal duties owed to your beneficiaries (which your Trustee may be unaware of !)
Work together with any Co-Trustees, as well as your beneficiaries, to avoid conflicts and resolve disputes
Access your funds immediately when the time comes and pay bills
Maintain proper accounting and avoid an IRS audit
Get paid appropriate compensation and be reimbursed for reasonable expenses
Avoid many other pitfalls for the unwary that could expose the Trustee to liability out of his or her own pocket - - even if he or she is smart, responsible and good with money!
You’ll also learn what you may need to do to keep your Living Trust estate plan properly up to date.

You and Your Successor Trustee Should Attend !

Saturday, November 25th
10am to 11:30am
Torrance Marriott Hotel
3635 Fashion Way
Light Refreshments
A FREE Special Presentation
Exclusively for Living Trust Owners and Their Successor Trustees

“The ABC’s of Successfully Acting as Successor Trustee”

Seating will be Limited so Reserve Your Seats Right Away

Call NOW 1-800-756-5596 (24 Hours)!
(By the way, if you are a client of ours and have not come in for a free checkup meeting in the past 3 years, please also schedule your appointment when you call!)

Philip J. Kavesh

Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.

We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing Living Trust inspires confidence. We appreciate their regular update seminars and the offer of free evaluation of our estate plan every 3 years. Elaine B.

Great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend for anyone is thinking about creating or reviewing their trust. Shaune K.

Kavesh, Minor & Otis provided a lot of initial information regarding living trusts and estate planning through their webinar. Consultation with Peter Keon helped guide me through the process, my options and create my living trust. I feel more secure knowing I have things in order. I highly recommend Kavesh, Minor & Otis to others who are considering a living trust. Tracy W.

After the passing of both my parents, father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust webinar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. As we were still under COVID-19 limitations at the time, we were able to accomplish everything via phone conversations and email. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy W.

My experience was great. I signed for a webinar and later I met Peter and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.