Tara Zane and Melissa Osorio Dibble Presented A Case Study On The UTC for the Society of Financial Service Professionals

The presentation took place on January 10, 2017, at The Mansion in Voorhees, NJ from 8:30am – 10:30am.  Attendees learned how to create, modify, and the possibility of even terminating trusts under the new Act.  Practice problems and situations were also presented.