To our Clients and Friends:

Please join us for the next presentation in our Smart Counsel Series on Thursday, May 18, 2023, from 6:00 p.m. to 7:30 p.m. virtually via Zoom, hosted by Attorneys Suzanne R. Sayward and Megan L. Bartholomew who will be presenting on the Do’s and Don’ts of serving as a Trustee.

If you have been named to serve as Trustee for a family member or friend, or if you have created a Trust in which you have named someone to serve in that role should you become incapacitated or when you pass away, you may be wondering what is involved in taking on such a commitment.  The answer is – A LOT!  

Join us for this Smart Counsel presentation during which the presenters will discuss the specific tasks a Trustee must undertake along with the general duties and responsibilities of a Trustee.  Examples of the right way – and the wrong way – of carrying out the duties of serving as a Trustee will help attendees understand what is involved in serving in this important role.

Contact Kenzie Sayward at 781/461-1020 or kenzie@ssbllc.com to reserve a spot for you and a friend.   

Suzanne R. Sayward

Maria C. Baler

Abigail V. Poole  

Megan L. Bartholomew