Bridging Potential Gaps: Estate Planning & Trust Administration

Get ready for an insightful in-person event where we’ll dive into the essentials of estate planning and trust administration. Whether you’re new to these topics or just looking to sharpen your knowledge, this session is designed to bridge those tricky gaps and make everything crystal clear.

Our guest speaker is attorney Cameron H.P. White, Esq. who is the founder of Pathway Law, P.A. based in Windermere, FL. Cameron will explain the process of forming a trust, a will and an estate as well as important key facts and tips.

J.J. Smith from Trustco Bank's Wealth Management Department will help explain how naming a corporate trustee can lighten the burden of administering trust duties.

Please RSVP ASAP, space is limited!

We look forward to seeing you there!

Event Venue & Nearby Stays

Trustco Bank, 2899 Maguire Road, Windermere, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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