August 18, 2022|Speaking Engagements
Shareholder Dylan Metzner presented at the Colorado Planned Giving Roundtable Summer Symposium.
This event took place in August 2022. Mr. Metzer delved into the topic, “CLATs, CR”Ts, and CRATs ~ OH MY!!”
Insights
Insights
August 18, 2022|Speaking Engagements
Shareholder Dylan Metzner presented at the Colorado Planned Giving Roundtable Summer Symposium.
This event took place in August 2022. Mr. Metzer delved into the topic, “CLATs, CR”Ts, and CRATs ~ OH MY!!”