Where
UCR Palm Desert B200 (upstairs)75080 Frank Sinatra Drive
Palm Desert, CA 92211
Driving Directions
Money Matters: Handing a Trust or Estate
Are you managing a trust or estate, or have you been named as a successor trustee, executor, or administrator in someone's estate plans? This workshop will provide crucial information on the requirements, best practices, and pitfalls. Attend with your appointed person and loved ones to get the most out of this presentation.