Upcoming Events Professionals
Upcoming Events CUrrent clients
Events
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IRA Distribution Planning
Attendees will review the basics of IRAs, how different trust-based beneficiary designations work, when and how to name a Trust as a beneficiary, and the advantages of Rothing an IRA.…
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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,…
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Fixing 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…
Events
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Social Security
Guest speaker, Evan D. H. Roberts, CPFA® You've paid into the system for years and now it's your turn to reap the rewards of your hard work. However, there are…
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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…
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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…