Trustee School

Trustee School: Hosted by S.J. Khalsa of The Khalsa Law Firm, P.C.

What happens when you die?

What happens if you become incapacitated?

How does your Trust work?

Join us with your children, Trustees, and POA Agents at this one-of-a-kind school. This is serious education for those who are serious about this important topic (but we promise we’ll have some fun too).

Trustee School graduates will learn:

• How a Trust works and how to minimize risk to your estate
• Responsibilities of a Successor Trustee
• Practical tips on being a Trustee or POA Agent
• What happens when a Trustor dies or becomes incapacitated

Don’t worry, there won’t be a test at the end…

The safety and well-being of our clients and employees remain our highest priority. For that reason, we have decided to hold our annual Trustee School exclusively online this year. We encourage you to share this invitation with your successor Trustees and out-of-town family so they can attend as well.

We are offering this live webinar for a strictly limited time-frame. We may not offer this event in the future, so RSVP quickly to ensure that you will have a seat as they are limited. Please RSVP by calling us or emailing Maribel using the information below:

Be sure to sign up by May 28, 2021 to receive your school supply goody box!

Contact Maribel Gallin at (212) 973-0100 or email at maribel@khalsalaw.com for more information on how you can join this exclusive event. Protect your family and ensure their future is well cared for. You can be certain that your successor trustees and anyone handling your estate after your passing is knowledgeable and in a good place to take care of your affairs. Our clients are our top concern and we will help you to understand every practical tip a trustee should know.