It's embarassing that I haven't posted since March, but my day job just keeps getting in the way.
Anyway, Mark your calendars for September 19, 2011. I will be presenting for the National Business Institute on revocable living trusts and ethical considerations for estate planners. Here are the particulars:
September 19, 2011
Marriot City Center
1001 Broadway, Oakland, CA 94607
8:30 a.m. to 4:40 p.m.
The seminar is entitled "Trusts 101" and is directed toward estate planning attorneys, financial planners, accountants and trust officers.
For more information, visit .
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