CLIENT UPDATE PROGRAMS
During the Client Update Programs, we will review the changes that were made to the "master" trust language. We will have prepared your updated trust that includes all legal language updates as well as any personal changes you may have requested.
Clients in the "Blue Group" update in even numbered years and clients in the "Red Group" update in odd numbered years. If this is your year to attend a Client Update Program, you may register by clicking on the program you wish to attend below.
If you are not certain which update group you are in, open the front cover of any of your estate planning portfolio and there should be either a red or blue sticker that corresponds to your update group.
NOTE: Due to the current public health crisis, all Client Update Programs for this year have been postponed until February and March of 2021.