“Getting Your Estate in Order: Trust Formation and Management”
On May 24th, 2018, BWL, in conjunction with City National Bank, hosted an impactful presentation on estate planning; specifically on establishing and managing a trust. Guest speaker Paul Velasco, a Certified Legal Specialist in Estate Planning, Trust and Probate Law, provided excellent tips and tricks of the trade to all those in attendance. It was an important discussion, and BWL thanks City National Bank and the Velasco Law Group for a great evening.