Events

Latest Past Events

Symposium 3 – Funding Your Trust

WI

Funding Your Trust Funding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make sure that ...

Symposium 3 – Have You Done Your Homework?

WI

Have You Done Your Homework? Not only is your trust binder full of important legal documents, but it also contains documents to guide your family in implementing your plan. This ...