Join us for our first seminar regarding the trust administration process. We will be holding a seminar for clients and family members on November 5, 2014 at Lucie Stern Community Center from 1:30-2:30 p.m. During this “Understanding Trust Administration” seminar, our clients, their successor trustees, and their family members will learn about their responsibilities and how the estate plan works at death. The information provided is also helpful in helping others understand an estate plan.
This seminar is only open to clients and their guests. Seats are filling up quickly! In order to register, please contact Heather at Heather@falkandcornell.com or call 650-463-1550.