Seminar: You’re a Trustee. Now What?
Best Bet
Finance
Lecture/Discussion/Panel/Talk/Q&A/Seminar
Senior Citizens
Wood Glen Hall
Contact Details:
Phone: 805-456-3667
Email: melissatierney@kw.com
Website: View Website
Social Media:
**Events may have been canceled or postponed. Please contact the venue to confirm the event.
Date & Time
Wed, Sep 23 1:00 PM - 3:00 PM
Address (map)
3010 Foothill Rd, Santa Barbara, CA 93105
Venue (website)
Wood Glen Hall
Being a trustee comes with serious responsibilities—and no instruction manual.
Join us for a practical seminar designed to help trustees and families understand the decisions that can impact time, money, privacy, and real estate assets.
Learn about:
- The 21 responsibilities of a trustee
- What happens when there’s a will but no trust
- How an estate can be challenged
- Why probate can cost time, money, and privacy
- Real estate strategies that may defer capital gains taxes
Wednesday, September 23
1:00–3:00 PM
Wood Glen Senior Living
