You've Been Appointed Executor or Trustee, Now What?

Before helping an elderly loved one with financial or legal affairs, it is crucial to understand your responsibilities so that you are able to protect your loved one and yourself. An experienced estate and elder law attorney will share the information you need to know so you understand the parameters of the law and are able to successfully serve as a personal representative, trustee or attorney-in-fact. Hear what it means to be a fiduciary, how to sign legal documents in ways that will protect you from liability, and how to deal with family members and institutions.

Eligible UCare members may receive up to a $15 discount on many Community Education classes when registering over the phone. Contact Community Education for further information.