2021: Some Things That Changed (and Some That Didn't)
Stacy Roettger will be giving insight as to how the changes impact Trustees and/or beneficiaries of a trust. Joel Roettger will be discussing the changes in general, but also from an estate planning point of view.
At this time, the January 20th meeting is scheduled to be in-person as well as available via zoom. Please indicate your preferred format when you RSVP.