Discussion Topic Leader: Suzanne Grudnitski, CLPF, NCG
Private professional fiduciary with ConservaTrust Fiduciary Services, Inc.
Topic: Fiduciary Perspectives on Provisions of Estate Planning Documents
Place: Via Zoom link to be provided the evening before to members who RSVP
As a follow-up to Paul Velasco’s presentation at our last General Meeting (Most Common Estate Planning Mistakes that Lead to Litigation [or other court actions] and How to Avoid Them), Suzanne will lead our next focus group. Based on her “in the trenches” experience in implementing estate plans, we’ll discuss the practical consequences of the inclusion or omission of certain provisions in estate planning documents. Join us for what we anticipate will be a lively discussion and exchange of ideas and perspectives.
Limited to 20 members to enable discussion among the participants.
Also: SAVE THE DATE FOR OUR NEXT FOCUS GROUP:
June 25, 2020, 8:00am – 9:00 am led by Eric Harris