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You've Been Appointed an Executor or Trustee, Now What?


Adult activities and classes / Money -
Adult - Winter/Spring 2025

Before helping an elderly loved one with financial or legal affairs, it is crucial to understand your responsibilities so that you are able to protect your loved one and yourself. An experienced estate and elder law attorney will share the information you need to know so you understand the parameters of the law and are able to successfully serve as a personal representative, trustee or attorney-in-fact. Hear what it means to be a fiduciary, how to sign legal documents in ways that will protect you from liability and how to deal with family members and institutions.

Eligible UCare members may receive an allowance to spend toward community education classes. Members must have UCare insurance at the time of registration. Limits and restrictions may apply. Contact UCare for further information.

Susan T Peterson-Lerdahl

Instructor

Susan Peterson is a licensed attorney practicing in the areas of estate planning, estate administration and elder law.

 April 2025 
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AL-C359-WS2

  Susan T Peterson-Lerdahl


Educational Service Center/Staff Development Center : TBD
Tuesday, Apr 1
6:00 - 7:30 PM

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Min Age   18 yr.

Price: $ 25 00