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July 2010

Wills and Trusts: Highlighting the Facts, Dispelling the Myths

Hosted by:
Dana Nelson
Portfolio Manager

Guest Speaker:
Mark Cederborg
Trust and Probate Attorney
Cederborg and Bret LLP, Walnut Creek, CA

Join us for a discussion examining the inner workings of wills and trusts including:

  • Taxation
  • Probate court and trust administration
  • Living family trusts
  • Best practices for developing your estate plan

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