Is creating a private trust right for your family?
Join RegentAtlantic Partners and Wealth Advisors Lesley Draper and Matt Masterson for a discussion on multigenerational wealth transfer and why you may want to consider establishing a private trust for your family.
Topics will include:
- What is and why use a trust?
- Considerations for choosing a Trustee
- The differences between Corporate and Individual Trustees
When: Wednesday, June 30