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Events
Advanced Wills and Trusts Lunch & Learn Seminar
3/19/2013, 12:00 PM - 1:00 PM

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   Date   Location
Estate Planning for Family Members with Special Needs   April 23, 2013
  Oakland University Campus
The ABC's of Life Insurance
  May 15, 2013
  Oakland University Campus
Location
Oakland Center Oakland Room
2200 N. Squirrel Road
Rochester MI, 48309-4401
Contact Information
Laura Musachio
(248) 364-6117


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