Beneficiary Maintenance Program Annual Client Meeting

This workshop will provide you with the changing laws that could impact your Inherited Trust.

About this Event

This required training webinar will provide you with updates on any changes in the law that could impact your Inherited Trust as well as reinforce your original education and understanding of the mechanics of your Inherited Trust. 

We distribute various forms for you to complete and sign that need to be returned after the webinar.

You are welcome to invite your financial advisor, CPA to view this video with you.

Remember to click on the 2 documents below for your use.

Scott A. Williams has been recognized by as Supurb rated and a Clients' Choice estate planning 

  • Facebook

© 2020 WILLIAMS ALLEN CASEY LPA | DISCLAIMER: The information contained on our website is provided for educational and informational purposes only; it is not intended to give personalized legal counseling or advice.  The receipt of this information does not establish an attorney-client relationship.  The information contained on our website should not be used as a substitute for professional legal advice, and we recommend you consult a qualified and licensed estate planning attorney for any personal counseling or questions you have.