01/27/2016
Julie Pleshivoy presented, "What Can Trusts Do For Your Client? – A Life of a Trust from Its Creation to Its Termination" sponsored by Alliance of Comprehensive Planners, Inc.
On January 27, 2016, Julie Pleshivoy presented "What Can Trusts Do For Your Client? – A Life of a Trust from Its Creation to Its Termination," sponsored by the Alliance of Comprehensive Planners, Inc. The presentation included a discussion of the benefits and challenges that should be weighed as clients decide whether or not to create trusts as part of their estate planning.