BHBM Seminar for Trustees | July 18, 2019

June 3, 2019

Please join us for our annual Seminar for Trustees being held on Thursday, July 18, 2019. This program will feature discussions on recent developments, myths about Special Needs Trusts, and Directed Trusts. This program has been certified by the CFP Board for 3.5 hours of CFP CE, the American Bankers Association for 3.75 hours of CTFA CE and by the Louisiana State Bar Association for 3.0 hours of CLE.

Baldwin Haspel Burke & Mayer attorneys Joel Mendler, John Rouchell, Leon Rittenberg III and Matt Miller will be presenting.

Date/Time

Thursday, July 18, 2019
8:30am – 12pm

Location

*NEW LOCATION*

Hyatt Regency New Orleans
601 Loyola Avenue, 2nd Floor, Strand 11A
New Orleans, LA 70113

Program Agenda

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

9am-12pm | Program

• 9am-10am | Recent Developments
  By Leon Rittenberg III & Matt Miller
• 10am-11am | Busting Myths About Special Needs Trusts
  By Joel Mendler
• 11am-12pm | Directed Trusts
  By John Rouchell

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

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