Name
Trust Officers' Perspectives on Drafting Tips and a Good Referral Relationship with Estate Planning Attorneys
Date & Time
Friday, October 25, 2024, 1:00 PM - 2:30 PM
Speakers
Sarah M. Allen - Rice, Heard & Bigelow, Inc.
Timothy Borchers - Borchers Cusano Trust Law, P.C.
Kelly Broderick, JD - Cambridge Trust
ALLEN MARGULIS - Allen J. Margulis, PC dba Total Counsel Law Group
Timothy Borchers - Borchers Cusano Trust Law, P.C.
Kelly Broderick, JD - Cambridge Trust
ALLEN MARGULIS - Allen J. Margulis, PC dba Total Counsel Law Group
Description
Trust Officers' Perspectives on Drafting Tips and a Good Referral Relationship with Estate Planning Attorneys
A panel of trust officers discussing drafting tips with an eye towards administration of a Trust, what they look for in a successful referral relationship with estate planning attorneys, and what doesn’t work. Moderated by Allen Margulis, Esq. of Total Counsel Law Group.