09/24/2026
Have you been asked to serve as a trustee or are you considering naming someone as trustee of your own trust?
Itâs an important role, but many people arenât quite sure what the job actually involves.
Join Lifescape Elder Care Law & Estate Planning attorney P. Glen Smith and Senior Wealth Advisor Matt Syverson for âYouâre a TrusteeâŚNow What?â
Theyâll discuss what a trustee is responsible for and what you should consider before agreeing to take on the role.
âĄď¸ Topic: You're a Successor Trustee...Now What?
âĄď¸ Date: Tuesday, September 29th
âĄď¸ Time: 12:30 PM CT
âĄď¸ Where: YouTube
Whether youâve already been named as a trustee or someone has asked you to serve, this is a great opportunity to better understand what the role entails.
In 25 minutes, you'll learn:
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Glen's #1 piece of advice if you're creating a trust
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What it means to serve as trustee or successor trustee
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The biggest mistake to avoid in the first 30 days as successor trustee
đ Learn more and register for Youâre a TrusteeâŚNow What? at https://www.addevent.com/event/ln6qcfkhtp10
Canât join us on YouTube? RSVP and you'll receive the recording afterward.