Area investment advisors, registered representatives, and trust officers are invited to attend breakfast and a presentation on “Choosing a Trustee: A Critical Part of an Estate Plan” by Miller Canfield estate planning lawyers David Kovac and Jack VanSlambrouck.
The Before the Bell Breakfast Forum will take place Thursday, June 15, from 7:15 to 8:30 a.m. at the Townsend Hotel in Birmingham.
Discussion will include:
• Responsibilities of a Trustee.
• Advantages and Disadvantages of Options.
• Co-Trustees.
• Trust Protectors.
Miller Canfield’s Before the Bell Breakfast Forums are informational meetings that highlight securities law issues. There is no cost to attend. Space is limited to registered representatives, investment advisors, and trust officers. Advance reservations are required.
To register, visit www.millercanfield.com and click on “events.” For additional information, call Sandy Bera at 248-267-3345.
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