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Join trust and estate professionals from Bankers Trust and Tiffany & Bosco P.A. to discuss maintaining family harmony when nominating family members to assist with trust and estate management. We will cover the importance of key roles in trust and estate management, the nomination process, skills needed, recommended communication, as well as the benefits of hiring a professional trust company to serve your needs.
Refreshments will be provided. We hope you can join us!

 

RSVP to Frank Schoen 
FSchoen@BankersTrust.com or (602) 224-2034

*Bankers Trust Company is not affiliated with Holland Community Center or Tiffany & Bosco P.A.
None of the presenters will receive compensation for this presentation.
This presentation is for informational purposes only and is not intended as legal or tax advice.

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