Gary D. Rothstein Presents For Bank Client’s Private Wealth Management Team
Published: October 16, 2024
On October 22, Weintraub shareholder Gary D. Rothstein will give a presentation on “Performing Due Diligence in New Trust Intake” to California and Nevada members of the Private Wealth Management (PWM) team of a national bank. The presentation aims to help to educate fiduciaries and financial advisors on important steps that need to be taken to help reduce liability when intaking new trusts, including key provisions to review in the trust document and other factors to consider such as beneficiaries and trust assets.