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July 28, 2021, Wednesday: Private Trusts: How, Why and When to Establish

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private trusts

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
Time: 7:00-7:30pm

Register for this event

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