Kevin, we would like to set up an appointment to review our trusts sometime in November. We will be leaving for Italy on the 16th of Sept and will not return until Oct 7th. The dates that work best for us in November are:  Nov. 20-23 and/or  27-30. We look forward to receiving the "asset questionnaire" and appointment confirmation  date upon our retrun.
Cordially,
Mike & Elsy