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.
Wednesday, July 19, 2017
8:30am – 12pm
Baldwin Haspel Burke & Mayer, LLC
1100 Poydras Street, 36th Floor
New Orleans, LA 70163
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 firstname.lastname@example.org or 504.585.7816.