Lunch and Learn: What Your Successor Trustee Needs to Know About Your Living Trust & Why You Need a Digital Estate Plan

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Join us for a special Lunch & Learn featuring Estate Planning Attorney Dustin Horne on Wednesday, March 15th from 12:00 p.m. to 1:00 p.m.
We will discuss:
  • The role and responsibilities of your successor trustee & what he/she needs to know now
  • How to create a “digital estate plan” for your digital property and assets
  • How a digital estate plan will help your family after you’re gone

  • Special Q&A session with Dustin Horne

Guests are welcome. Lunch will be provided. You don’t want to miss this one!

Venue

Bayntree Wealth Advisors
6720 N. Scottsdale Rd., Ste. 340, Scottsdale, AZ 85253

Date

Wednesday - March 15th, 2017

Time

12:00 p.m. to 1:00 p.m.

Map

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