COEUR DALENE ESTATE PLANNING COUNCIL

Registration Closed.

Please join the CDA Estate Planning Council for a lunch & learn event to hear our professional panel discuss the “Best and Worst Practices in Trust Design: Planning for Effective Trust Administration”. Panelists will include: Mary W. Cusack, J.D. of Cusack Law Firm PLLC, Michael J. Estrada, CTFA®, AIF®, Director of Private Client Services at The Grupp Law Firm LLC, and Theresa Boyer, Senior Director of Gift Planning at the Washington State University Foundation. The discussion will be moderated by Steve Masterson, MCIT of Trust Solutions, Inc. We look forward to hearing their insights for serving clients more effectively. 

Thanks to the generosity of sponsors, we are able to host this lunch. 

Registration must be completed by Wednesday, February 7 to guarantee space.