What is a Trust: Do you Need One? FP08
5 Seats AvailableWhat is a Trust: Do you Need One?
1
Dates:3/11/2024
- Attorneys from Czepiga Daly Pope & Perri
Meeting Times
- Monday 6:00 PM - 7:00 PM
Description
What is a trust, and how can it benefit you? You may be familiar with some of the different types of trusts out there such as Revocable, Irrevocable, Special Needs, or Testamentary. In this program, we will explain how the different trusts work and clarify when using a trust may, or may not, be appropriate. We will also discuss the benefits of trusts including how they can be used to minimize or avoid taxes, safeguard assets from potential ex-spouses and creditors, preserve public benefits for loved ones, support beneficiaries with a disability or special needs, and if you can actually avoid probate court. Whether you're new to trusts or have some understanding of them, our goal is to ensure you leave with a comprehensive understanding of how these valuable planning tools can work to your advantage. As part of the program, every participant will receive an informational booklet about trusts crafted by our estate planning and elder law firm
Additional Notes
This class will be held in the Small Cafeteria. Subject to change, if needed.
Fees
- Class Fee $15.00
Note: Registration has ended