39th Annual Attorney Trust Officer Liaison Conference

Grassi’s Trust & Estate Services Group is proud to sponsor and exhibit at the 39th Annual Attorney Trust Officer Conference in Palm Beach, Florida.

Presented by the Real Property, Probate and Trust Law Section of The Florida Bar, the conference offers 2 educational days for attorneys practicing in the areas of real property, probate and trust law to earn CLE credits and hear from experts in the field. Topics of discussion include:

  • The Perilous Pot Trust
  • Tax Hot Topics (Finding Gems in the Ashes of the Dumpster Fire)
  • Trustee Liability upon Succession, Discharge, and Termination
  • Protecting an Inheritance in the Event of Divorce
  • Cybersecurity Moonshot
  • In the Name of Equity: Making Changes to Your Irrevocable Trust!