We are committed to making sure that our clients have the peace of mind which comes from a clear understanding of their plan. That is why we offer an annual client educational program, intended to bring our clients up to date on changes in the law and planning strategies as well as refreshing their understanding of strategies already in use. We also offer, at least once a year, a program calculated to education clients who might be acting as Trustees, either now or in the future, as to the responsibilities and management opportunities which come
with serving as a Trustee.
