Oakland University
Friday, March 8, 2013

Advanced Will and Trusts seminar

The Office of Planned Giving will be hosting a luncheon seminar covering some of the more advanced aspects of wills and trusts.  The presentation will discuss the advantages and disadvantages of wills vs trusts, joint tenancy, and issues related to property ownership in multiple states.

Join us for lunch and this informative seminar Tuesday, March 19th, from 12:00-1:00 p.m. at the Oakland Center in Gold Room C.  Seating is limited, so reservations are required.  RSVP by March 12th to Laura Musachio at musachi2@oakland.edu or (248)364-6117.

Upcoming seminars include Estate Planning for a Family Member with Special Needs on April 23rd, and The ABC’s of Life Insurance on May 15th. Find out more by visiting www.oakland.edu/giftplanning or contact Laura Musachio at musachi2@oakland.edu or (248) 364-6117.



Created by Amanda Fylan (fylan@oakland.edu) on Friday, March 8, 2013
Modified by Amanda Fylan (fylan@oakland.edu) on Friday, March 8, 2013
Article Start Date: Friday, March 8, 2013