When The Dust Settles

In their presentation “When the Dust Settles,” Brian Janowsky and his co-presenter Ann Rosevear will provide a practical review of strategies to simplify post‑mortem wealth transfer administration. They will discuss planning concepts for consolidating trusts and entities, coordinating fiduciary roles and responsibilities, and implementing governance frameworks that reduce administrative friction while preserving tax and governance benefits. Attendees will gain valuable insights to limit complexity, align decision-makers around the client’s planning objectives, and help the next generation manage and sustain wealth with clarity and purpose.

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