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Trust-Owned Life Insurance 101: The Need for Attorney Intervention
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AGENDA: 1) Why the Insurance Contract Audit Service (iCase) 2) Duties of a Trustee 3) Definition of Fiduciary 4) Method to help fiduciaries document their process 5) Sample Case: Third Party Evaluation 6) Q&A

When: Thursday, August 29th
Where: Jury Assembly Room, Monterey Superior Court
1200 Aguajito Road
Monterey, California  93940
United States
Contact: Laura Elkington
(831) 582-5400

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