LUNCHEON: Austin Fleming Distinguished Service Award - The Wisdom of Gumby Trusts: Drafting for Flexibility, Optionality, and Change
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Please join us on Thursday, September 24th when Kim Kamin, Gresham Partners LLC, will be presented with the Austin Fleming Distinguished Service Award and will discuss “The Wisdom of Gumby Trusts: Drafting for Flexibility, Optionality, and Change.” This presentation helps professional advisors who work with wealthy families consider their opportunities to influence the process of estate planning, trust creation and trust modification. Drafting flexible trusts, building in the ability to modify, and considering how to change existing irrevocable trusts is paramount.
To receive CE credit/certificate, please fill out the survey at the end of the program.
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