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Strategic Trust Planning and Administration – Beyond the Basics

July 30, 2021

Spencer Fane attorney Serena O’Neil will present for Minnesota CLE’s upcoming webinar covering sophisticated estate planning techniques centered on trust-based planning for higher net worth clients.

Titled “Selecting the Right Trust for Your Client: A Scenario-Based Discussion,” Serena will discuss the trust selection process, including how to handle complex estates and unique assets. She will explain the different types of trusts, trust implementation, and the importance of protecting one’s assets.

Serena will also provide scenarios of advanced-level trust planning and address common mistakes to avoid.

Date/Time: August 12, 2021 | 8:55am-4:25pm
Platform: Virtual
Cost: $245-$295 (fee varies based on registration type)

To learn more and register, please click here.