January Meeting: Drafting and Administering Discretionary Trusts

Speaking at this meeting are Jill Martin and Charles Maris. The topic for the meeting is Drafting and Administering Discretionary Trusts, a discussion that will focus on both a legal and administrative perspective. Jill is a Regional Director of Trusts at BMO Private Bank, where she provides customized trust and estate planning advisory services. Charles is an Attorney and Shareholder at Davis & Kuelthau, where he focuses his practice on estate planning and the administration of wills and trusts.