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X-ORIGINAL-URL:https://www.beelderlaw.com
X-WR-CALDESC:Events for Biddinger, Schrot & Rolando, PC
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DTSTART;TZID=America/New_York:20260423T180000
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UID:5597-1776967200-1776970800@www.beelderlaw.com
SUMMARY:Trustee School: What Happens After You Say Yes?
DESCRIPTION: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.\nGet the Information You Need to Protect Yourself and Your Loved Ones\nBeing named as a Trustee is often seen as an honor. \nBut 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. \nTrusts 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. \nA Trustee can be held legally and financially responsible for improperly administering a Trust—even if mistakes are unintentional. \nWhether 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. \n\n🔹 What You’ll Learn\n\nThe purpose and benefits of having a Trust\nWhat a Trustee is legally responsible for\nThe responsibilities at each stage of Trust administration\nThe Trustee’s rights—and how to avoid personal liability\nHow to choose the right Trustee\nHow to determine if you should accept the role\nThe difference between a Trustee and an agent under a Power of Attorney\nAnd more\n\n\n🔹 Important Considerations Before You Say “Yes”\nBefore accepting the role of Trustee\, it’s important to understand: \n\nThe time commitment involved\nThe level of responsibility and potential liability\nHow family dynamics may impact your role\nWhether you feel comfortable managing financial and administrative decisions\nWhen professional guidance may be necessary\n\nThese are not reasons to avoid serving—but they are important factors in making an informed decision. \n\n🔹 Who Should Attend\n\nIndividuals named as a Trustee\nThose considering who to choose as Trustee\nAnyone asked to serve and unsure whether to accept\nFamilies who want to better understand how a Trust works\n\n\n🔹 Everything You’ll Walk Away Understanding\n\nWhat it really means to serve as a Trustee\nHow to decide if the role is right for you\nHow to carry out your responsibilities with confidence\nHow to avoid common mistakes that can create risk or conflict\nWhen and how to seek guidance\n\n\n🔹 Join Us\n📅 April 23⏰ 6:00 PM 📍 Caro Office: 1205 E. Caro Road\, Caro\, MI 48723 \nUse the form below to reserve your seat. \nAll attendees will receive a complimentary consultation.\n\n\n                \n                        PhoneThis field is for validation purposes and should be left unchanged.This field is hidden when viewing the formTitleThis field is hidden when viewing the formOrganizerThis field is hidden when viewing the formTimeThis field is hidden when viewing the formAddressThis field is hidden when viewing the formMapLinkName(Required)\n                            \n                            \n                                                    \n                                                    First\n                                                \n                            \n                            \n                                                    \n                                                    Last\n                                                \n                            \n                        Email(Required)\n                            \n                        Phone(Required)(###) ###-####How many seats would you like to reserve?(Required)How did you hear about this event?(Required)WebsiteFacebookEmailFriendWeb AdMailNewspaperOtherIf other\, please explain\n         This site is protected by reCAPTCHA and the Google\n    Privacy Policy and\n    Terms of Service apply.
URL:https://www.beelderlaw.com/event/trustee-school-2026/
LOCATION:Caro Office\, 1205 E. Caro Road\, Caro\, MI\, 48723
CATEGORIES:Estate Planning
ATTACH;FMTTYPE=image/jpeg:https://www.beelderlaw.com/wp-content/uploads/Trustee-scaled.jpg
ORGANIZER;CN="Biddinger%2C Schrot & Rolando%2C PC":MAILTO:lawoffice@beelderlaw.com
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