So You Have a Trust…Now What?

12 Research Way
E. Setauket, New York 11733
(631) 941-3434

Join us for light desserts & coffee at our Setauket office on Tuesday, July 29th as we gather to discuss your options after you have obtained a trust including:

– Trust funding
– Naming beneficiaries & titling
– Financial questions

RSVP with Michele at (631) 941-3434 or by e-mail at