Baldwin Haspel Burke & Mayer LLC

BHBM Presents Seminar for Trustees | July 19, 2017


Please join us for our annual Seminar for Trustees being held on July 19, 2017. This program will feature discussions on the latest statutes, regulations and jurisprudence concerning estate planning, taxes and a trust officer’s legal, fiduciary and ethical duties under Louisiana and federal law, including the laws of other states.

Baldwin Haspel Burke & Mayer attorneys Joel Mendler, John Rouchell and Andrew Sullivan will be presenting.

Date/Time

Wednesday, July 19, 2017
8:30am – 12pm

Location

Baldwin Haspel Burke & Mayer, LLC
1100 Poydras Street, 36th Floor
New Orleans, LA 70163

Program Agenda

8:30am-9am | Check-in / Continental Breakfast

9am-10am | Using Trusts to Preserve Government Benefits
By Joel Mendler

10am-11am | Use of Grantor Trusts in Sophisticated Estate Planning
By John Rouchell

11am-12pm | Fiduciary Duties: A Case Study
By Jenny Rigterink & Drew Sullivan

Contact Katie Kelly with any questions or RSVP at kkelly@bhbmlaw.com or 504.585.7816.


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