Trust Administration: How Today’s Planning Decisions REALLY Impact the Next Generation

05 Oct 2017
4:00 pm - 5:00 pm

Trust Administration: How Today’s Planning Decisions REALLY Impact the Next Generation

CLE Eligible

This session will increase your ability to coordinate various aspects of administering revocable and irrevocable trusts. Kristin will provide scenarios illustrating the significant effects that a trustee’s decisions will have on the next generation’s wealth and taxes.