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Trustee Training: Navigate Trust Administration with Confidence
Whether you're a seasoned trustee or new to the role, this specialized session is designed to help you understand your responsibilities, provide clarity on how to administer trusts effectively, and foster meaningful conversations about your family’s future.
Date: Saturday, February 1st, 2025
Time: 1:00pm
More Details RegisterTrustee Training: Navigate Trust Administration with Confidence
Whether you're a seasoned trustee or new to the role, this specialized session is designed to help you understand your responsibilities, provide clarity on how to administer trusts effectively, and foster meaningful conversations about your family’s future.
Date: Saturday, February 1st, 2025
Time: 1:00pm
RegisterLocation: Milpitas Community Center | 457 E. Calaveras Blvd, Milpitas, CA 95035
Who Should Attend?
- Trustees or future trustees
- Anyone looking to understand trust administration responsibilities
- Those considering naming a trustee and wanting to make informed decisions
What You’ll Gain:
- Clarity and Confidence: Understand the key responsibilities of a trustee and the basics of trust administration.
- Practical Tools: Gain actionable tips to manage trusts and ensure your family’s future is secure.
- Expert Guidance: Learn from an experienced estate planning professional.
Reserve Your Spot Today!
Spaces are limited, so don’t miss out on this valuable training.
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KLG 2ND ANNUAL SHRED DAY
Clear out your old paperwork with confidence! Our 2nd Annual Shred Day is coming next year, offering you a secure way to dispose of sensitive documents you can’t toss in the trash or recycling bins. Stay tuned for more details!
Date: Saturday, April 19th, 2025
Time: 10:00am
More DetailsKLG 2ND ANNUAL SHRED DAY
Clear out your old paperwork with confidence! Our 2nd Annual Shred Day is coming next year, offering you a secure way to dispose of sensitive documents you can’t toss in the trash or recycling bins. Stay tuned for more details!
Date: Saturday, April 19th, 2025
Time: 10:00am
More Details Coming soon …