Through an always lively discussion, attendees will learn the issues
involving:

 • Trust documents and what the future looks like
• The Trust Pyramid
• Account acceptance
• The importance of ongoing review
• The dreaded discretionary distribution
• The purpose of the investment objective
• Tax traps
• Where do I find the pertinent information
• The order of the review process
• Current litigation causing additional heartburn

HANDOUTS WILL BE DISTRIBUTED ON-SITE.