Wednesday, October 7, 2015

Trust Accounts: What? Where? When?

Where did the time go? There is so much to learn and talk about with regard to trusts.  Russ Newton, from Wells Fargo, gave a very informative overview of trusts and answered our many questions. Still a lot more to cover, so Russ will be back in the Spring.

To see his handout from class, click here.