What - To -Do Family Training Workshop

Co-Creating Plans That Work For People Who Care

Saturday, June 22nd, from 9:30-11:30am

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Family Training Workshop is Free.

Navigating trust settlement is stressful enough without the added trauma of losing a loved one. This interactive workshop is designed to provide the basic steps of settling a trust-based estate along with the most important “Do’s and Don’ts” so you are prepared before you need it. Education and preparation are keys to reducing your settlement costs and emotional turmoil, so bring your family members, beneficiaries, successor trustees, and helpers and learn together.

Location:

MSU Community Credit Union

4825 Mount Hope Road

East Lansing, MI

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Clear up misconceptions

Keep you in control

Reducing settlement costs

Your Team of Experts

James L. Moore, J.D ; CExP; CEPA;

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Richard A. Kerbawy, J.D

Richard Kerbawy Staff Photo - About us

Casey Conklin, J.D; CEPA

Reserve Your Spot

RSVP with Kym at 616-717-2539 or fill out the form using the code SUMMER2024 below to register for this workshop.

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Presented by

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