Thursday, February 28, 2013
Advanced Wills and Trusts
The Office of Planned Giving will be hosting Lunch & Learn that will cover some of the more advanced aspects of wills and trusts. The presentation will discuss topics such as the use of joint tenancy and issues related to property ownership in multiple states. The speaker, R. Bradley Lambert, will also review the advantages and disadvantages of wills versus trusts.
Mr. Lambert founded the firm Lambert & Lambert PLC in 1992 after ten years of commercial and real estate litigation experience. He has been named a Top Lawyer in Business Law and Real Estate by dbusiness Top Lawyers.
The seminar is open to Oakland University faculty, staff, alumni, donors and friends of the university. Join us for lunch and this informative seminar on Tuesday, March 19, 2013 from 12:00-1:00 p.m. at the Oakland Center, Gold Room C. RSVP by March 13 to Laura Musachio at firstname.lastname@example.org or (248)364-6117.
To learn more about seminars hosted by the Office of Planned Giving, please visit www.oakland.edu/giftplanning.