*This event is SOLD OUT*

Choice of fiduciary may be the single most important decision when crafting an estate plan, but all too often clients are swayed by outside influence or who they “think” should be named as trustee and they don’t give the decision the respect and consideration it deserves. In this presentation our presenter, Katherine M. Sheehan, JD, AEP, ATFA, Wealth Strategist, Managing Director with Crestwood Advisors will explore:

• Importance of robust trustee provisions in trust documents