Introduction to Trusts and Trust Management

Cost: $75 PFAC Member – $105 Non-Member

Speaker: Monica Goel, Esq.

CEU Awarded: 1.5 Trusts

Presented Date: N/A


About the Course

This presentation covers the steps of the trust administration process:

  • Notification and marshaling assets
  • Inventory and appraisal
  • Allocation or distribution
  • Understand the duties and responsibilities in being the successor trustee.

Monica Goel, Esq.

Monica Goel, Esq. has been rated “superb” by AVVO and names as one of the top estate planning attorneys. With over fifteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, trust and probate litigation.