For families with significant wealth, estate planning often extends beyond the next generation. Join us for an educational discussion on trusts, how generation-skipping and dynasty trusts are used, how these strategies work and important planning considerations. 

Speakers:

• Steve Galli, Chief Investment Officer and Wealth Management Advisor
• Damien Paumi, Wealth Management Advisor
• Matthew S. Rheingold, Estate & Tax Attorney, Einhorn, Barbarito, Frost, Botwinick, Nunn & Musmanno P.C.