Before the Bell Breakfast Forum: Choosing a Trustee - A Critical Part of an Estate Plan
June 15, 2017
7:15 - 8:30 a.m.
The Townsend Hotel, 100 Townsend Street, Birmingham, MI 48009
Area investment advisors, registered representatives, and trust officers are invited to join us for breakfast and a presentation on “Choosing a Trustee” by Miller Canfield estate planning lawyers David Kovac and Jack Van Slambrouck.
Discussion will include:
- Responsibilities of a Trustee
- Advantages and Disadvantages of Options
- Co-Trustees
- Trust Protectors
Advance registration is required. No cost to attend.
Questions? Sandy Bera | 248.267.3345