June 2014 - Ray presented for the American Cancer Society and Society of Financial Service Professionals on Charitable Planning Strategies for Non-Traditional Unions.
June 2014 - Dan presented for the ABA Real Property, Trust and Estate Law Paralegal eTraining Program on ethical issues in estate planning.
April 2014 - Landon became a member of the Society of Trust and Estate Practitioners which focuses on international issues in family inheritance and succession planning.
|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.|