FUNDING YOUR TRUST:
Do you still have assets to fund into your Living Trust?
Find out how to properly transfer those assets into the name of your Trust
at this Workshop presented by Associate Attorney, Justin M. Kennedy

As part of our commitment to help keep you informed on estate planning matters, we are hosting a Client Workshop on Funding Your Trust. If you have assets that you have not yet retitled into your Living Trust, don’t miss this opportunity to learn how to transfer those assets and the importance of assuring your assets are properly funded into your Trust.

This workshop will be presented by our associate attorney, Justin M. Kennedy. Justin will discuss:

How and Why to fund your trust
Concerns about retirement account beneficiary designations and issues with Social Security trust accounts

Justin will also answer your funding questions.

Seating is limited to 20 people and reservations are required. (from )

attorneyoffice.com/seminars/71/funding-your-trust-client-appreciation-workshop-campbell/

• This event has passed.
  April 21, 2015 from 4:00 to 5:30 pm

  April 21, 2015 04:00 to April 21, 2015 05:30
• Law Office of Roy W. Litherland
  3425 South Bascom Avenue, Campbell, CA

  Directions to event · Directions from event
• Contact Roy W Litherland for more information
  408-356-9200 or [email protected]
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