May 2016 – Ray presented on the formation/incorporation of tax-exempt organizations and completing Form 1023 for the National Business Institute CLE.
May 2016 – Dan presented on financing a trustee’s defense and assessing issues in using trust funds to defend a trustee’s conduct for the American Bar Association Section of Real Property, Trust and Estate Law.
April 2016 – Landon presented on business succession planning for the NextGen Family Business Summit.
|Our services are focused on trusts, estates, and exempt organizations. We help clients protect, preserve, and pass their estates, including businesses; protect our clients’ beneficial interests in trusts and estates; and defend fiduciaries.|