Saturday, May 5, 2012

The Trustee In Training

On Monday, May 21, we will be presenting The Trustee in Training, subtitled "Lessons in Handling Other People's Money". This will provide information for people who are currently serving or who have been named to serve as personal representative of an estate (called the "executor" in most other states) or the trustee of a trust. Some of the information will also apply to persons who act as agent for another person under a Durable Power of Attorney or as a court-appointed conservator.

We will address some of the legal and financial requirements, including reporting, accounting, seeking professional assistance, and dealing with creditor's claims. Information on the Prudent Investor Rule and on the need for accounting for principal and interest will be included.

Date: Monday, May 21, 2012
Time: 6:30 pm
Location: Peter White Public Library, lower level

Free and open to the public.

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