Transition Lunch & Learn

Live, online virtual meeting on Zoom

  Transition Lunch and Learn is held on the second Thursday of the month, facilitated by Diane Monnig, Director of Programs. These sessions are not recorded. Planning to transition from […]

Fideicomisos Necesidades Especiales

Live, online virtual meeting on Zoom

  Aprenderemos sobre los Special Needs Trusts, incluyendo qué son, cómo se pueden establecer y la diferencia entre un First-Party Trust y un Third-Party Trust.