Join your fellow Massachusetts Members for the Summer Quarterly Meeting. We will have an interactive discussion exploring Trust Administration Side Letters and the pros and cons of Joint vs. Separate Trusts for Married couples.

Joint vs. Separate Trusts for Married Couples
Why choose one format over the other? We will have several firms discuss why they prefer to use one method over another. Discussion led by Julia Abbott. 

Trust Admin Side Letters or "Letters of Wishes"
How to draft them with your clients, how they are interpreted by Trustees, and why you may want to use them with your clients. Discussion led by Paul Bernstein.

TUITION 

Registration is complimentary for WealthCounsel Members.