Globalview Advisors Attends the Society of Trust and Estate Practitioners, Orange County Branch (STEP-OC) Seminar on “How to Coordinate a Business Succession Plan with an Estate Plan”—May 28, 2016
Ray Rath from Globalview Advisors attended the Orange County, California Branch of the Society of Trust and Estate Practitioners (STEP-OC) Seminar on “How to Coordinate A Business Succession Plan with an Estate Plan” held at the Northern Trust Company in Newport Beach, California. The seminar was presented by Thomas F. Monaghan, CPA, MST, TEP, a [...]