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“Trustee Workshop Part I: I have taken over as Trustee of a trust – What do I do now?”
Access the Webinar Replay & Download Your Free eBook Here!
Date Recorded: April 23, 2026
Host: Dennis M. Sandoval, Managing Partner, at Sandoval Legacy Group
About the Webinar
Join Dennis M. Sandoval for the first session in our Trustee Workshop series designed to help individuals understand the responsibilities and practical steps involved in administering a trust.
Taking over as trustee can feel overwhelming. This workshop will provide guidance on what a trustee should do first, the key duties involved in trust administration, and common issues that arise after the incapacity or death of the person who created the trust.
Whether you have recently become a trustee or expect to serve in that role in the future, this session will help you better understand the responsibilities and expectations involved in properly administering a trust.
Who Should Attend
- Persons named as successor trustee in a trust
- Persons who are now taking over as trustee due to incapacity or death of the settlor
- Financial planners and other professionals interested in learning more about trust administration
- Beneficiaries of a trust who want to better understand what the trustee should be doing
- Individuals interested in creating their own trust and estate plan
What Will Covered?
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Taking over as trustee can feel overwhelming. This workshop will provide guidance on what a trustee should do first, the key duties involved in trust administration, and common issues that arise after the incapacity or death of the person who created the trust.
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Whether you have recently become a trustee or expect to serve in that role in the future, this session will help you better understand the responsibilities and expectations involved in properly administering a trust.
Meet Our Panelist:
Dennis M. Sandoval, Managing Partner
Dennis 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.
Take Action Today—Schedule Your Consultation and Protect Your Family’s Future.
Don’t wait—contact us today to schedule a consultation and take proactive steps to safeguard your family’s future. Plan with confidence.