News & Events

Julie Taft serves on panel at Women’s Estate Planning luncheon

Julie A. (Fischer) Taft participated in a luncheon discussion geared towards women who want to better understand the ins and outs of family estate planning. The event, “The Ws of Estate Planning: Why? What? When? . . . (and How?),” was put on by Dale Vernon at Bernstein, an investment research and management firm. The discussion focused on estate planning, including wills, trusts, and powers of attorney. Julie, an attorney in our Estate Planning and Probate, and Corporate and Business Services practice groups, was asked to participate because of her extensive experience with trusts and estates in all areas of wealth management and estate planning for high net worth individuals and their families. The event was held on September 13, 2017 at The Kirtland Country Club in Willoughby.