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...
Phil Savage IV has been named IECF’s Professional Advisor Champion for 2023! Phil joins 39 other Professional Advisors who have received this distinction for their expertise in supporting the region through partnerships with the Foundation. To be named a...
