Designing trust takes teamwork

Updated 0 days, 7 hours, 12 minutes ago

According to attorney David E. Kauffman, over the next 20 years, more wealth will be transferred from generation to generation than has ever been transferred in the history of the United States. The chance to assist clients with estate planning and administration offers an enormous practice development opportunity for professional advisors. Kauffman, an OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law, also believes that by working together for the benefit of mutual cli... Read More