Bob Kirkland's latest presentation "Saving the Retirement Nest Egg – Recent Developments in Estate Planning for Retirement Assets" at the 41st Annual Duke University Estate Planning Conference highlighted several recent developments in the area of estate planning for these assets.
https://sites.duke.edu/depc/

"WHO GETS YOUR DIGITAL STUFF WHEN YOU’VE LOGGED OFF FOR THE FINAL TIME"

​Sponsored by the Trust Management Association, Inc., the Trust & Wealth Executive Seminar brings together the chief executive officers, presidents, and senior trust, private banking, wealth management and investments executives from the 50 largest trust institutions in the United States. The annual seminar is an opportunity for members to connect and provides them with a platform to examine challenging topics, share solutions and strategically think about important issues facing the leadership of the trust and wealth management industry.

Bob Kirkland, representing Kirkland Woods & Martinsen, will be speaking at the May 1st Trust and Wealth Executive Seminar.

​Join us in congratulating John Challis on his nomination and election to ACTEC Trust & Estate Talk! https://www.actec.org/about-us/purposes-of-the-college/