Opal Financial Groups

by David Gleyzer
(New York, NY)

Trust, Tax, and Estate Planning Forum

March 10, 2011

Princeton Club, NYC



As part of the Private Wealth Series, Opal’s Trust, Tax, and Estate Planning Forum is designed to cover timely and relevant issues affecting trust, tax, and estate planning professionals. This forum addresses issues relevant to family offices and those who support their day to day operations. Those who should attend are family offices, non-discretionary consultants, attorneys, accountants, life insurance firms, trust companies, investment banks, estate and tax planners, and financial planners. For additional information, please go to www.opalgroup.net/trk/tte1123.html.

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