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Trusts & Estates Lunch & Learn

  • Wednesday, January 20, 2016
  • 12:00 PM - 1:00 PM
  • Fiduciary Trust, 175 Federal St Boston MA
  • 16


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Trust & Estates Lunch & Learn

Date:  Wednesday, January 20, 2016
Time:  12pm - 1pm

Topic:  “Administration of Life Insurance Trusts - Everything a Paralegal Needs to Know.”  

Guest Speaker:  Amiel Weinstock (General Counsel at Thomas Brady & Associates)

Location:  at the offices of Fiduciary Trust, 175 Federal St, Boston, MA 02110 

“Join us for a roundtable discussion with Amiel Z. Weinstock, General Counsel of Thomas Brady & Associates, about the administration of “unfunded” life insurance trusts.  The conversation will range from the most basic Crummey Notice rules to the more complex questions relating to monitoring the health of the insurance policies.  Bring your questions and be prepared to share your experiences.”

Pizza, Salad, Drinks and Dessert to be served. 

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