Northshore Trust Collaboratory Lunch

When
January 19, 2016
11:45 AM - 1:45 PM
Location
Journey Care Center, 2050 Claire Court, Glenview, IL 60025
Registered
9 registrants

Registration

Guest
Meeting Only – $50.00
Member
Members attend without admission charge.

Registration is closed

(Bring your own lunch & beverage)

A Successful Trust:

Why it matters, and How to Achieve it.

There are big payoffs for families who consider what will make their trust “successful” or “effective”. These results will make the trust assets go farther, and will also sustain family harmony, increase quality of life and empower the beneficiaries.

The first step is for you to become more effective in helping your client families determine what truly qualifies as a successful trust. From there, it’s a question of engaging them on the various steps to achieve it. There are opportunities along the entire route of planning and also later during administration.

This session anticipates our upcoming program with the Illinois Institute for Continuing Education. Come learn and help co-create as we outline the steps and, with expert facilitation, practice in a role-play workshop.

Moderator: Linda Crane, Attorney and former law professor, Crane Law Group, P.C., Chicago

Presenters:

Mario Correa, Law Office of Mario Correa PC

Daniel P. Felix, The Professional Trustee

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