Free Seminar: Trust and Successor Trustee Involvement

Seminar contents include:

1. Funding – Transfer of assets into the Trust
2. Instructions in the Trust
3. Successor Trustee Selection – Have you made the correct selection?

Seminar Presenter:

Brett S. Lytle, Esq. is the Partner with McDowall Cotter. Brett counsels individuals, families, nonprofits and businesses in legal matters pertaining to estate planning, wealth preservation, and asset protection. Though Brett is particularly knowledgeable about wealth management and the transfer of wealth among generations, he is also keenly interested in helping his clients preserve their assets and their independence while they are living. He is an active member of the San Mateo County Bar’s Estate Planning and Probate section. Email: blytle@mcdlawyers.net, Phone 650.572.7933; www.mcdlawyers.net.