Successor Trustee Primer

Being named a Successor Trustee is an important responsibility, but many people don’t fully understand what the role involves until it’s too late. This training provides clear, practical guidance to help trustees and their families understand their duties, avoid common mistakes, and ensure the trust is handled smoothly and according to plan. A well-prepared trustee can make all the difference when it matters most.

At Wagner Oehler, Ltd. we believe that educated Successor Trustees are better prepared to manage the responsibilities of managing a trust. We offer this training to our clients only and encourage them to invite their Successor Trustees to this event. We look forward to seeing you there. Be sure to RSVP as space is limited.