The Ultimate Estate Planner, Inc. understands the importance of on-going education and training of estate planning professionals of all designations.
Everyone learns differently, which is why we are pleased to offer education through a number of mediums - - including live teleconferences, on-demand programs, live training events, and we have even taken the time to identify a variety of other educational events going on throughout the estate planning community that you may be interested in. As the preeminent resource for everything estate planning, we hope that we are able to provide you access to the education that you need and desire, either directly through us or to other providers.
If a client insists on naming an adult child as a Successor Trustee, this Successor Trustee Manual is a goldmine!
I find the Trustee Manual to be very complete. I have been saving articles relating to how to proceed as a trustee for our daughter’s guidance, but it has grown to quite an intimidating, unorganized mess! This Trustee Manual is the perfect replacement! Thank you very much.