 248.685.8743
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Protecting everyone you love and everything you own™ |
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Trust Administration
The process of administering a Trust varies depending on the terms of the Trust. However, generally, all Trustees are responsible for the following:
We can help you understand your responsibilities as Trustee. We can also help you to efficiently administer the Trust by working closely with you and other Trust advisors, including your financial advisor, accountant, and other trusted advisors. |
Upcoming Events6/15/14:
Special Needs Planning Workshop
Special Needs Planning WorkshopCategory: Events In this workshop you will learn the critical information needed to plan effectively for your special needs child. moreIn this workshop you will learn the critical information needed to plan effectively for your special needs child. 2/5/15: Truth About Long Term CareBrighton Community Education 2/10/15: Truth About Estate PlannersBrighton Community Education 2/26/15: Client Educational Event3/3/15: Truth About Estate Planning3/12/15:
Truth About Estate Planning
Truth About Estate PlanningCategory: Events 3/18/15: Client Educational Event - Estate AdministrationNovi Library 3/24/15: Truth About Estate Planning4/21/15:
Truth About Long Term Care
Truth About Long Term CareCategory: Events 4/28/15:
Medicaid and You: Long Term Care Basics (7PM - 8:45PM)
Medicaid and You: Long Term Care BasicsCategory: Events Commerce Township Library 5/12/15:
Special Needs Planning
Special Needs PlanningCategory: Events 2/11/16:
Truth About Estate Planning
Truth About Estate PlanningCategory: Events Highland Library 2/15/16:
Client Educational Event - Successor Trustee
Client Educational Event - Successor TrusteeCategory: Events Brighton District Library 4/15/16:
Huron Valley Sinai Hospital Fair - Healthcare Directives
Huron Valley Sinai Hospital Fair - Healthcare DirectivesCategory: Events Huron Valley Sinai Hospital 5/18/16:
Protecting Your Investments
Protecting Your InvestmentsCategory: Events Novi Library 6/2/16:
Truth About Long Term Care
Truth About Long Term CareCategory: Events Novi Library 9/21/16:
Understanding Annuities
Understanding AnnuitiesCategory: Events Milford Library 10/20/16:
WXW Annual Forum
WXW Annual ForumCategory: Events Washtenaw Community College 1/12/17:
Client Educational Event - Successor Trustee
Client Educational Event - Successor TrusteeCategory: Events
Milford
Library (6:00 pm-8:00 pm)
1/18/17:
Smart Women, Smart Legal and Financial Choices
Smart Women, Smart Legal and Financial ChoicesCategory: Events
Brighton Community Education (6:00 pm-8:00 pm)
4/22/17:
Community Wellness Expo
Community Wellness ExpoCategory: Events
Lakeland High School (10:00 am-2:00 pm)
4/25/17:
But Mom Promised! Why Good Families Go Bad
But Mom Promised! Why Good Families Go BadCategory: Events
Independence
Village of White Lake (2:30 pm-3:30 pm)
5/11/17:
But Mom Promised! Why Good Families Go Bad
But Mom Promised! Why Good Families Go BadCategory: Events
Walled
Lake Community Education Center (6:00 pm-7:30 pm)
5/16/17:
But Mom Promised! Why Good Families Go Bad
But Mom Promised! Why Good Families Go BadCategory: Events
Brighton
Community Education Center (6:15 pm-8:00 pm)
5/23/17:
Understanding Hospice and Funeral Planning
Understanding Hospice and Funeral PlanningCategory: Events
Highland Library (6:00 pm-8:00 pm)
5/25/17:
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and Executors
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and ExecutorsCategory: Events Brighton
Community Education Center (6:15 pm-8:00 pm) Brighton
Community Education Center (6:15 pm-8:00 pm) 6/1/17:
Who's the Boss? Planning for Disability, Aging and Death
Who's the Boss? Planning for Disability, Aging and DeathCategory: Events
Hartland Community Ed (6:30 pm-8:00 pm) CANCELLED
6/6/17:
Who's the Boss? Planning for Disability, Aging and Death
Who's the Boss? Planning for Disability, Aging and DeathCategory: Events
Brighton
Community Education Center (6:15 pm-8:00 pm) CANCELLED
6/8/17:
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and Executors
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and ExecutorsCategory: Events Independence
Village of White Lake (6:30 pm-7:30 pm) - CANCELLED Independence
Village of White Lake (6:30 pm-7:30 pm) - CANCELLED 6/20/17:
Who's the Boss? Planning for Disability, Aging and Death
Who's the Boss? Planning for Disability, Aging and DeathCategory: Events
Walled
Lake Community Education Center (6:00 pm-7:30 pm) CANCELLED
7/11/17:
What You Don't Know Can Hurt You – Medicaid Myths and Misinformation
What You Don't Know Can Hurt You – Medicaid Myths and MisinformationCategory: Events
Walled
Lake Community Education Center (6:00 pm-7:30 pm) CANCELLED
7/14/17:
Summer Picnic!
Summer Picnic!Category: Events
Huron Valley Law Center (2:00 pm-7:00 pm)
7/20/17:
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and Executors
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and ExecutorsCategory: Events Salem-South
Lyon District Library (7:00 pm-8:30 pm) Salem-South
Lyon District Library (7:00 pm-8:30 pm) 7/25/17:
Plan Your Estate or the State Will!
Plan Your Estate or the State Will!Category: Events
Brighton
Community Education Center (6:15 pm-8:00 pm)
8/10/17:
Who's Minding the Store?
Who's Minding the Store?Category: Events
Brighton
Community Education Center (6:15 pm-8:00 pm)
8/15/17:
Who's Minding the Store?
Who's Minding the Store?Category: Events
Salem-South
Lyon District Library (7:00 pm-8:30 pm) CANCELLED
8/29/17:
Who's the Boss? Planning for Disability, Aging and Death
Who's the Boss? Planning for Disability, Aging and DeathCategory: Events
Salem-South
Lyon District Library (7:00 pm-8:30 pm)
9/9/17:
But Mom Promised! Why Good Families Go Bad
But Mom Promised! Why Good Families Go BadCategory: Events
Lyon
Township Public Library (1:00 pm-2:30 pm)
9/12/17:
But Mom Promised! Why Good Families Go Bad
But Mom Promised! Why Good Families Go BadCategory: Events
Salem-South
Lyon District Library (7:00 pm-8:30 pm)
9/19/17:
Who's the Boss? Planning for Disability, Aging and Death
Who's the Boss? Planning for Disability, Aging and DeathCategory: Events
Independence
Village of White Lake (6:30 pm-7:30 pm) CANCELLED
10/4/17:
But Mom Promised! Why Good Families Go Bad
But Mom Promised! Why Good Families Go BadCategory: Events
Brighton Community Education Center (6:00 pm-7:30 pm)
10/26/17:
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and Executors
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and ExecutorsCategory: Events Brighton Community Education Center (6:00 pm-7:30 pm) Brighton Community Education Center (6:00 pm-7:30 pm) 11/1/17:
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and Executors
I Don't Even Know Where to Start! A Survival Guide for Successor Trustees, Agents, and ExecutorsCategory: Events Independence Village of White Lake (6:00 pm-7:15 pm) Independence Village of White Lake (6:00 pm-7:15 pm) 11/9/17:
Plan Your Estate or the State Will!
Plan Your Estate or the State Will!Category: Events
Brighton
Community Education Center (6:00 pm-7:30 pm)
12/8/17:
Annual Holiday Party!
Annual Holiday Party!Category: Events
Huron Valley Law Center (2:00 pm-7:00 pm)
2/13/18:
Treat Yourself to Some Peace of Mind this Valentine's Day!
Treat Yourself to Some Peace of Mind this Valentine's Day!Category: Events
Milford Public Library (6:00 pm-8:00 pm)
3/20/18:
What Every Caregiver Needs to Know
What Every Caregiver Needs to KnowCategory: Events
Highland Public Library (6:00 pm-8:00 pm)
7/13/18:
Summer Picnic!
Summer Picnic!Category: Events
Huron Valley Law Center (2:00 pm-7:00 pm)
1/31/19:
What Does It Mean to Retire on Purpose?
What Does It Mean to Retire on Purpose?Category: Events Milford Public Library 6:00 pm – 7:30 pm moreMilford Public Library 6:00 pm – 7:30 pm |
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Huron Valley Law Center, PLC 2850 S. Milford Road Highland, Michigan 48357 |
Phone: 248.685.8743 Email: info@huronvalleylaw.com 
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©2014 Huron Valley Law Center, PLC All Rights Reserved |