Lunch & Learn Webinar Series: You’ve Been Named a Family Trustee or Executor – Now What? | 2021 Tax Policy Update – Steps You Can Consider Now to Avoid a Year-End Scramble


You’ve Been Named a Family Trustee or Executor – Now What?

Practical tips for family members put in the trustee or executor role


2021 Tax Policy Update – Steps You Can Consider Now to Avoid a Year-End Scramble

This session will cover financial planning and trust and estate planning


Benefits

• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes — maximum value for time


Sponsor

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