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Workshops

Upcoming Events Professionals

Upcoming Events CUrrent clients

  • Advising Multigenerational Wealth

    We are in the midst of the greatest intergenerational wealth transfer in history. Preserving, protecting, and perpetuating this wealth is of significant importance to the baby boomer generation. Increasingly, however,…

  • Modernizing Old, Stale & Ineffective Trusts

    This course will examine changing trust situs, decanting, trust reformations, directed trust structures, and other enhancements that can be made to old, stale trusts.   The deadline to register is…

  • Irrevocable Trusts Part 1

    During this webinar, Attorney Gove will discuss multiple types of Irrevocable Trusts; what they are, the benefits of these trusts, and whether or not they are an applicable addition to…

  • Nuts & Bolts

    This seminar will take us from incapacity through the death of the Trustmaker. We examine how the tools you have created (your Living Trust, Powers of Attorney, Healthcare Powers of…