Speaking Engagement Recap
March 25, 2025
Modifying Terminating and Decanting Trusts, Oh My!
Mercer County Estate Planning Council Spring Luncheon
Overview
Private client partner Lisa Presser and associate Brian Balduzzi presented "Modifying Terminating and Decanting, Oh My: The Oops, Gotchas and Opportunities for Clients' Evolving Trust Administration and Planning" at the Mercer County Estate Planning Council spring luncheon.