Important Issues in Modern Trust Design
Please join us for a virtual presentation with Lawrence J. Macklin with Bank of America Private Bank. Learn about Important Issues with Modern Trust Design.
A zoom link will be sent out the day of the presentation to all attendees.
Lawrence J. Macklin is managing director and wealth strategist with Bank of America Private Bank. He coordinates the development and delivery of innovative strategies and solutions for high net worth individuals and families in the areas of single stock concentrations, estate and wealth transfer planning, charitable giving and retirement, income tax, business succession and stock option planning. He also works closely with clients and their outside advisors to provide specialized wealth management and fiduciary services.
Kelly Dancy
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.
Walny Legal Group LLC
250 E. Wisconsin Avenue, Suite 1750 Milwaukee, WI 53202
Email: kdancy@walnylegal.com
Phone: (414) 751-7531
