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11.18.2009Legacy Portfolio Management to hold Trust and Estate Management Breakfast Pittsfield, Mass. – Legacy Portfolio Management, the investment management division of Legacy Banks, is hosting an informative breakfast discussion about trust and estate management. The event will take place on Tuesday, November 24, 2009 from 8:30-10:30 a.m. at The Country Club of Pittsfield.
The program will feature Holly Rogers, Esq. of Sherwood Guernsey, PC, who will touch upon creating an estate plan, minimizing tax consequences and the benefits of effective trust management among other topics. The program is free and open to all who may be interested on a space available basis. To reserve a seat, please call 800-292-6634.
Legacy Portfolio Management, the asset investment and trust management division of Legacy Banks, serves private individuals and families, corporate and non-profit institutions and public pension funds.
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