Lisa L. Coggins, Esq., Ferry, Joseph & Pearce, P.A.
Heather M. Drysdale, The Advisory Trust Company of Delaware
Trisha W. Hall, Esq., Bayard, P.A.
Jerry A. Hyman, Jerry A. Hyman
Jason C. Powell, Esq., Ferry, Joseph & Pearce, P.A.
“J” Jackson Shrum, Archer, P.C.
What: Avoid missteps in trust administration – discover techniques to help you along the way. Your professional advice and trust knowledge is essential to your clients – make sure you’re giving them your best. Attend this innovative seminar and learn to juggle trust complexities while remaining focused on what really matters: your clients’ needs.
Discover ways to recognize the different levels of trust intricacy
depending on the type and value of the assets involved. You will
learn valuable techniques to improve trust function for everyone
involved, as well as tips on managing important legal, tax and
family issues. Register today and reinforce your position as a top
source for trust service.
When: March 8, 2012 8:00am-4:30pm
Where: DoubleTree Hotel Wilmington
4727 Concord Pike