This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
Lunch & Learn in 2018
This year we are pleased to provide in-depth education on a variety of topics related to estate planning. Each Lunch & Learn event this year will have a different topic, sign up for as many as possible to get the most out of this unique opportunity! There is no cost to attend any of our Lunch & Learn sessions.
Join us Thursday, March 15, 2018 at 11:30am to 1:00pm. Topic: Divided Trusteeship
Mitch Janik and Tammy Cain lead a discussion on modern trust design that divides trustee roles for maximum protection coupled with maximum flexibility.
Top 6 Reasons to Attend Our Lunch & Learn Sessions:
2018 Lunch & Learn Topics:
*CPA's: Certificates of Attendance are available for each event for Continuing Education credit.
Contact us to Register:
405-364-2246
Or Online: www.cainandcainlaw.com/Register
1770 W. Main St. ~ 405-364-2246 ~ www.CainandCainLaw.com
Trusts & wills
Here’s a story you wouldn’t believe if it weren’t true: a TV executive dies, leaving behind a multimillion-dollar estate - and a legal battle between his estranged wife and long-term partner. Properties across Europe.
·2 min read
Trusts & wills
Financial wellness is about more than building wealth - it’s about protecting what you’ve built. Too often, families assume that a simple will is enough to safeguard their future, only to discover its limitations when life throws them a…
·2 min read
Trusts & wills
When Rick and Susan drafted their estate plan 20 years ago, they felt an enormous sense of relief. They created wills, set up a trust for their kids, and designated guardianship in case anything happened to them.
·2 min readThe workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.
