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Successor Trustee Meeting May 2014

June 9th, 2014
Successor Trustee Meeting May 2014   On May 31, 2014 we held our annual Successor Trustee Meeting.  More than 80 of our clients and their family members attended!  We were delighted to see such a crowd, and even more delighted to spend some time c… Read More
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Categories: Blog, Estate Planning
Tags: 2014, meeting, trustee

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    It was an open presentation, not only to me, by to my whole involved family. There was nothing that wasn’t fully explained, and no questions that went unanswered. Read More
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