Marathon Advisors

Irrevocable Life Insurance Trusts: Drafting Considerations & Trustee Liability - Monthly Luncheon Meeting

Date: Thursday, February 11, 2016
Time: 11:45am - 12:45pm
Location: The Crowne Plaza Hotel Conference Center - Lafayette Room
Speaker: Nancy Klotz, J.D. & Audrey Patrone Peartree, J.D.

Please note - our February meeting is being held on a Thursday!

Our February luncheon meeting will feature co-presenters Nancy Klotz, Esq., Senior Trust Counsel and Fiduciary Services Manager with Tompkins Trust Company and Audrey Patrone Peartree, Esq. of Harris Beach, PLLC.  Their topic is "Irrevocable Life Insurance Trusts: Drafting Considerations and Trustee Liability."

This event is free for paid members, $30 for guests.  Please RSVP no later than noon on Monday, February 8th.

EVERYONE MUST MAKE A RESERVATION IN ADVANCE!

You can RSVP here on the website (see below) or by mail, fax (474-6775), or email (CGCrandall@peoplepc.com).  The reservation form is attached below.

Guest reservations must be mailed with check.  Mailing address is: Charlotte G. Crandall, Council Exec., Estate Plannning Council of CNY, 606 State Tower Bldg., Syracuse, NY 13202.

 

 

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