Date: Thursday, July 18, 2013
Time: 7:15 AM - 9:00 AM
Location: Westlake Hyatt Hotel
Speaker: Led by Terence M. Sternberg, Esq.
Terry will lead an interactive roundtable discussion on topics of interest to those engaged in every phase of estate planning. The discussion will range across such topics as portability, the future (or, demise) of decedent’s trusts, the role of life insurance in today’s world, how to select a trustee, recent developments in case law and more. Come prepared to learn, to question and to contribute at this annual interdisciplinary event. Breakfast is included.