Circumstances often dictate the best course of action when estate planning, says Bill Lemann of Fullerton, Lemann, Schaefer & Dominick, LLP, an Inland Empire law firm. When advising client Rohn Rookstool, Lemann recommended setting up a testamentary trust that...
We’re thrilled to announce that Brie Griset Smith, IECF’s Chief Development Officer, has recently completed her Certified Specialist in Planned Giving (CSPG) certification! After many months of rigorous coursework, Brie is now in an elite league of planned...
