Sinclair
Join us for our online client Trustee School workshop.
This event is FREE and helps the Trustees that you have designated know what to do if you become incapacitated or pass away.
Trustee School will ensure your Trustee is prepared to administer your Trust in a way that honors your wishes, minimizes the chance for conflict, and helps your Trustee avoid costly mistakes or oversights.
Local Estate Planning Attorneys Jon Gasior and associates are noted speakers on estate and legacy planning. Their workshops are said to be entertaining, informative, and easy-to-understand. Sinclair Prosser Gasior is one of four members of the American Academy of Estate Planning Attorneys in Maryland.
Client Events
There are no seminars scheduled at this time. Please leave your name and email and we will let you know when our next one is scheduled.
Webinar participants will be sent a custom Zoom link to join our webinar. If you have a family member who would also like to watch, please complete individual registration forms.
Every client and their Successor Trustees should attend this class for protection, confidence and peace of mind.
You and your Trustees will learn:
- What your Trustees need to know now – actions to take and who to contact at death or incapacity. Don’t wait for an emergency to figure out these important steps!
- Tools of your estate plan, how and when they work, and who can use them
- Your Trustee’s legal and financial responsibilities – including tax returns, managing assets, and required accounting
- How to avoid common and costly mistakes that could result in tax consequences, financial loss, and legal liability for the Successor Trustee.
- Practical tips on being a Trustee, Executor, or Power of Attorney agent
- How to disperse inheritances from the Trust and how to avoid disputes and conflict with family members
- When the Trustee should ask for help – most Trustees will need some assistance from our firm at some point. We’re here to help every step of the way!
WARNING: If your Successor Trustee fails to handle their duties promptly and correctly, they may be personally liable to your beneficiaries and may have to pay damages out of their own pocket!
That’s why every client and their Successor Trustees should attend this workshop for protection, confidence, and peace of mind.
This class will ensure your Trustee is prepared to administer your Trust that honors your wishes, minimizes the chance for conflict, and helps them avoid costly mistakes or oversights. Register today to join us!
About the Speaker:
Cristol Wagner is an Attorney at Sinclair Prosser Gasior, focusing on estate planning and estate administration clients.
She is a member of the Maryland State Bar Association, the Women’s Bar Association of Maryland, the Anne Arundel County Bar Association and the American Academy of Estate Planning Attorneys. Cristol frequently advances her knowledge of estate planning laws and policies to provide clients with the most up-to-date information.
