Grassi Advisors and Accountants - Platinum Sponsor

STUDY GROUP- Webinar: "Powerful Trust Laws to Combat Future Uncertainties (i.e. Economic, Tax, Political, Family & Lawsuits)"

Date: Tuesday, March 21, 2023
Time: 5:30pm - 6:30pm
Location: ZOOM
Speaker: Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP

Details:  This webinar will discuss how modern directed trusts, investment management LLCs, trust protectors and special purpose entities can all provide a family with flexibility and control to deal with these uncertainties intergenerationally. The webinar will also discuss other important non-tax reasons for establishing trusts such as asset protection, privacy, promotion of family values, divorce protection, family governance, as well as the prevention of family disputes. Lastly, the webinar will discuss how easy and practical it is to add these benefits to newly drafted trusts or to reform and modify existing trusts. Many people frequently ask how soon they can get their assets out of trusts, while the modern trust structure has them asking how long they can leave their assets in a trust.



If you wish to attend, please RSVP online at 

or to our Committee Chairperson:

Michael P. Ryan, Esq.


Related Document(s):

See Upcoming Event Calendar