We’re excited to welcome Members Trust Company for a practical discussion on how trusts may help protect assets and reduce the impact of probate.

 All who register or attend will also receive a complimentary Health Care and Financial Power of Attorney form, provided by Estate Guru.*

This session is designed to provide educational insights into the role of trusts in estate planning.

Featured Speakers:

• Michael Nicolini, JD, LL.M., CTFA, ATFA

Senior Fiduciary Officer with 15+ years of experience in trust administration and estate planning, including prior roles at Bank of America Private Bank and BNY Mellon. 

• Brooke Bowen, MBA

 Wealth Management Consultant for the Northeast & Great Lakes regions, with a strong capital markets background and a focus on advisor coaching and white-glove service.

*These documents are for general use and do not replace personalized legal advice. We encourage you to consult with a qualified attorney regarding your specific situation.

This event is for informational purposes only and does not constitute legal or financial advice.