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Trustee Workshop: “I have been named successor trustee – what do I do now?”

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View Recorded Webinar

California’s New Psychological Advance Health Care Directive

Date Recorded: May 30, 2024

Hosts/Presenters: Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group

Stepping into the role of a successor trustee can feel overwhelming, but you’re not alone. Join the Sandoval Legacy Group for a comprehensive Trustee Webinar, where esteemed estate planning attorney Dennis M. Sandoval will guide you through the critical first steps and responsibilities that come with your new role.​​​​​​​

Who Should Attend This Webinar:

This webinar is ideal for anyone recently named as a successor trustee and beneficiaries who wish to understand the trustee process and their rights.​​​​​​​

Exclusive Offer for Attendees:

All participants will receive a complimentary eBook from Dennis M. Sandoval, providing further insight into estate planning, probate, and elder law, with a focus on the essential duties and decisions facing a successor trustee.

What Will Be Covered:

  • Understanding Your Role: Clarifying the legal responsibilities and duties of a successor trustee, including the management and distribution of assets according to the trust terms.

  • Navigating Legal and Financial Aspects: Discussing how to handle the trust’s finances, including tax obligations, accounting, and investment management strategies.

  • Communication Strategies: Tips on effectively communicating with beneficiaries to manage expectations and reduce conflicts.

  • Legal Pitfalls to Avoid: Highlighting common legal mistakes made by successor trustees and how to avoid them to ensure compliance and minimize liability.

  • Step-by-Step Action Plan: Offering a clear, actionable plan for the first 90 days after being named successor trustee, including critical initial steps like securing assets and reviewing the trust document.

Meet Our Panelist:

Dennis M. Sandoval, Attorney

Dennis M. Sandoval | Attorney & Managing Partner, Sandoval Legacy GroupDennis Sandoval is the only attorney in California who has certifications in the three areas of estate planning, elder law, and taxation. He received his Certified Estate Planning, Trust, and Probate Law Specialist designation from the California Bar Board of Legal Specialization in 1998 and his Certified Taxation Law Specialist designation in 2000 from the same organization. He is a Certified Elder Law Attorney (CELA), a designation he proudly received in 2004 after meeting all the requirements established by the National Elder Law Foundation (NELF) and the American Bar Association. Dennis also holds the designation as an Accredited Estate Planner® (AEP) from the National Association of Estate Planners and Councils.