Kevin,
Bill Dale handles my parents funds and recommended that their accounts be placed in Trusts.  Bill referred me to you for this.  Would you please let me know what's involved and how much effort/cost to expect.  
I live in Annapolis, MD, but visit my folks frequently and can meet with you then.  Thanks,
Ken Weeks, Jr.
410 222-4125 (day)
410 267-0832 (evening)    