Skip to header Skip to main content Skip to footer
Helpful Village logo
Donate Now
Add me to your mailing list
Calendar View | List of Events
Event name

Village Conversation - Laura Patton - Five Things to Know About Professional Trustees

When

Fri 10 / 28 / 2022
10:00 AM to 11:00 AM

Where

Zoom - Contact the Office for a Link

Who can attend

Open to all

Limited capacity: Registration Closed

Price

FREE
5 Things to Know about Professional Trustees 
 
When considering your options for your estate plan, have you ever thought about using a professional trustee (licensed fiduciary) instead of naming a family member? Laura Patton, Orinda Estate Planning Attorney, will discuss some of the most important considerations in deciding who should manage your assets after you pass, including the skills needed, the cost, the time it takes, and the potential for family conflicts. We will also go over the options for using a professional fiduciary for health care decisions in case of medical emergencies. Join us!