| Title: |
Advanced Wills and Trusts Lunch & Learn Seminar
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 Add to Google Calendar
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| Date: |
Tuesday, March 19, 2013 |
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| Time: |
12:00 PM - 1:00 PM |
| Address: |
Oakland Center Oakland Room
2200 N. Squirrel Road
Rochester, MI 48309-4401
Map & Directions
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Contact Name:
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Laura Musachio
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Contact Phone:
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(248) 364-6117
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Contact Email:
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giftplan@oakland.edu
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Advanced Wills and Trusts
You are invited to a
LUNCH & LEARN
with speaker:
R. Bradley Lambert
Lambert & Lambert, PLC
Hosted by Oakland University
Office of Planned Giving
Tuesday, March 19, 2013
12:00 — 1:00 p.m.
Topics covered will include:
- What are the specific advantages of a trust over a will, and vice versa?
- When is the use of joint tenancy appropriate?
- What if I own property in another state?
Lunch will be served
Seating is limited - Reservations Required
Kindly RSVP by March 13th
by clicking
here
If you are unable to attend this seminar, save the date for these upcoming seminars:
| Seminar Topic |
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Date |
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Location |
| Estate Planning for Family Members with Special Needs |
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April 23, 2013
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Oakland University Campus |
The ABC's of Life Insurance
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May 15, 2013
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Oakland University Campus
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