Bulkley Richardson’s Counsel, Debra Purrington will be co-presenting with David Vaughn of North Bridge Associates at the meeting of the Estate Planning Council of Hampden County
The Colony Club
Tuesday, September 12, 2017
Includes a luncheon buffet, networking, and presentation
At the September 12, 2017, meeting of the Estate Planning Council of Hampden County, Debra Purrington will be presenting “The Perfect Storm: Unique Needs of Families With Trusts”. The presentation will discuss issues that members of wealthy families face when dealing with trusts and trustees.
Debra is a member of Bulkley Richardson’s Trusts and Estates Department. She focuses her practice on managing the firm’s Trustee Support Services program, helping trustees to fulfill effectively their duties by delivering advice and practical help throughout the life of a trust. She also provides trustees with business, legal, and fiduciary advice, and develops tax and investment strategies. She counsels fiduciaries and administers inter-vivos trusts, including special needs trusts, and other personal trusts.
Debra will be joined by David Vaughn of North Bridge Advisory Group, LLP. He is an educator who has decided to use his skill to help the children of wealthy families with the unique challenges and concerns they have, particularly as trust beneficiaries. David does not offer advice on the financial management of family money, but rather on the personal, parental, educational, social, and emotional aspects of family money. His focus is on helping clients grow and maintain a family ethos that positively integrates and balances economic security in their lives, and the lives of future generations.
The Estate Planning Council of Hampden County is an organization that serves the needs of those in various estate planning professions, including attorneys, CPAs, life insurance professionals and trust officers. This meeting is open to the public by reservation. Tickets are available through the Estate Planning Council of Hampden County and include a luncheon buffet, networking, and the presentation. Non-members may attend the meeting as a guest of a present member, so please call a member of our Trusts and Estates Department to arrange to attend. Must make a reservation one week in advance in order to attend. To make reservations and payment arrangements, please contact Joan Peterson, Administrator [email protected].