DISCUSSION TOPIC

Begin with the end in mind: Understanding Estate Planning

Tuesday, November 5th • 11:30AM – 1:30PM
Tarpy’s Sierra Vintner Rooms
2999 Monterey Salinas Hwy
Event is Complimentary and includes Lunch.

ABOUT THE SPEAKER

Monterey Trust Management, Private Client Services Founder and CEO Professional Licensed Fiduciary Firm accepting appointment as Trustee, Executor, Administrator or Trust Protector.

Also serving as a multi-family office for a handful of families holding multi-generational trusts, complex businesses or property structures and investments of significant value.

Full trust and estate administration and, in the family office context, oversight of multi-generational (Dynasty) trusts, intellectual property, residential, commercial and ag real estate, equities markets investments, banking and lending, business entities, private foundations and other philanthropic planning.

More at montereytrust.com

Liza D. Horvath, CTFA, PLF