News and Announcements

Our Annual Client Update and Successor Trustee Training Workshops will be held at our Rocky River Learning Center on February 19, 2011.

The Client Update Workshop is intended to help clients remain informed and up-to-date about changes in the law and in advisor strategies to they can get every advantage the law offers.

The Successor Trustee Training Workshop is designed to teach Successor Trustees what they will need to do in the event of a Trustmaker's incapacity or death before a crisis occurs. It also gives the Trustmaker an opportunity to discuss the successor's role with them to ensure the successor will be comfortable in that role.