November 12, 2024
GrayRobinson Senior Associate Emily Crain-Evans will present "Basic Estate Planning: Wills, Trusts, and other Estate Planning Concepts" during the City National Rochdale and Webbs Family Financial Services & Family Elder Law Breakfast Event on Tuesday, November 12, 2024, in Davenport, Fla. This exclusive meeting will provide attendees with insights into how City National Rochdale can help build personalized investment portfolios for high-net-worth individuals, families, and institutions.
Emily's presentation will provide an overview of asset protection, tax minimization, and family preservation. She will also detail how assets pass at death, last wills and testaments, revocable living trusts, and planning considerations during life and at death.