Trustee Seminar - January 28, 2026

Date: January 28, 2026

Time: 5:30 – 7:00 PM

Location: Barbarian Downtown Beer Bar

Price: $99 $85.00 with early bird discount!

Serving as a trustee is an important responsibility — but many people accept the role without fully understanding what it involves. That’s why we’re hosting an informative and engaging seminar designed to help current trustees, successor trustees, and anyone named in an estate plan feel confident, prepared, and equipped to step into their duties when the time comes. We’ll cover key essentials, including:

• How a trust works

• Trustee duties and fiduciary responsibilities

• Best practices for communication, record-keeping & taxes

• Common mistakes and how to avoid them

• How POA roles interact with a trust

• Live Q&A and open discussion