Welcome to our Trustee School Workshop—designed to help you understand the responsibilities of serving as a Trustee and how to choose the right one.

Get the Information You Need to Protect Yourself and Your Loved Ones

Being named as a Trustee is often seen as an honor.

But what many people don’t realize is that it also comes with real responsibilities, legal obligations, and decisions that can feel overwhelming—especially during an already emotional time.

Trusts must be properly administered to accomplish their goals.
That’s why it is so important to both choose the right Trustee and fully understand the responsibilities before accepting the role.

A Trustee can be held legally and financially responsible for improperly administering a Trust—even if mistakes are unintentional.

Whether you are in the process of choosing a Trustee, or you have agreed (or are considering agreeing) to serve, this workshop is designed to give you the clarity you need.

🔹 What You’ll Learn

• The purpose and benefits of having a Trust
• What a Trustee is legally responsible for
• The responsibilities at each stage of Trust administration
• The Trustee’s rights—and how to avoid personal liability
• How to choose the right Trustee
• How to determine if you should accept the role
• The difference between a Trustee and an agent under a Power of Attorney
• And more

🔹 Important Considerations Before You Say “Yes”

Before accepting the role of Trustee, it’s important to understand:

• The time commitment involved
• The level of responsibility and potential liability
• How family dynamics may impact your role
• Whether you feel comfortable managing financial and administrative decisions
• When professional guidance may be necessary

These are not reasons to avoid serving—but they are important factors in making an informed decision.

🔹 Who Should Attend

• Individuals named as a Trustee
• Those considering who to choose as Trustee
• Anyone asked to serve and unsure whether to accept
• Families who want to better understand how a Trust works

🔹 Everything You’ll Walk Away Understanding

• What it really means to serve as a Trustee
• How to decide if the role is right for you
• How to carry out your responsibilities with confidence
• How to avoid common mistakes that can create risk or conflict
• When and how to seek guidance

🔹 Join Us

📅 April 23
⏰ 6:00 PM
📍 Caro Office: 1205 E. Caro Road, Caro, MI 48723

Use the form below to reserve your seat.

All attendees will receive a complimentary consultation.