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Supplemental and Special Needs Trust Planning

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Diamond State Financial Group

121 Continental Drive

#110

Newark, DE 19713

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Description

Supplemental and Special Needs Trust Planning

Presented by: John F. Rothchild, JD, MBA



CPA's - 1 CPE credit approved for DE

Attorney's - 1 CLE credit approved for DE



Agenda:

Issues to consider

Types of Trusts

Securian Trust Company



Lunch will be provided



45613 DOFU: April 2016
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Date and Time

Location

Diamond State Financial Group

121 Continental Drive

#110

Newark, DE 19713

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