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The Family Education Program The Family Education Program consists of a Core Curriculum comprised of three "Nuts 'N Bolts" programs and supplemental programs designed to assist family members in preparing themselves for serving as "helpers" in implementing the Client's estate plan (if applicable) as well as for receiving their inheritance as beneficiaries of the Client's estate plan. There is no charge for our workshops, but reservations are required. Overview (Nuts 'N Bolts I) These meetings cover trust settlements, estate taxation, and income taxation of trusts. Nuts 'N Bolts I (Overview) To be announced at Annual Family Reunion For more information or to register for this event, please email our office at bvlaw@BrownVogelLaw.com. Successor Trustee Training (Nuts 'N Bolts II) These Meetings cover how the Client's "helpers" will be called on to serve following a Trustmaker's death or disability, and will also explain how helper/beneficiaries benefit from the Client's proactive estate planning. Nuts 'N Bolts II (Trustee Training) To be announced at the Annual Family Reunion
For more information or to register for this event, please email our office at bvlaw@BrownVogelLaw.com. Inheritance Training (Nuts 'N Bolts III) These meetings cover how beneficiaries may make the best use of the Client's planning for their benefit, including how to coordinate the inheritance with their own assets and estate planning. Nuts 'N Bolts III (Inheritance Training) To be announced at the Annual Family Reunion. For more information or to register for this event, please email our office at bvlaw@BrownVogelLaw.com. |
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©2008, Brown & Vogel, Chartered. Send questions or comments to bvlaw@BrownVogelLaw.com. |
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