Meriden Adult, Continuing & Career Education

What the heck is a trust, and do I need one? 402(V)

11 Seats Available

What the heck is a trust, and do I need one?

Sessions:

1

Dates:

10/24/2022

Location: Instructor:
  • Atty Colleen Masse

Meeting Times

  • Monday 6:00 PM - 7:30 PM

Description

You've heard about trusts.  But what exactly are they and what do they do for you?  You've heard about the different types-Revocable. Irrevocable. Special Needs. Testamentary.  In a nutshell, a trust is an ownership system between 3 people-The first person who gives the second person legal right to hold money (or other assets) for the third person who receives the money.  Simple, right? Well...there's a little more to trusts than just that! In this course we'll explain how trusts are created, explain different types, and go over who you should choose to participate.  You will walk away knowing how to use trusts to do things like...minimize and/or avoid taxes, protect assets and keep public benefits for loved ones with special needs, and how avoid probate court.  Whether you are new to trusts or even understand them well, you'll walk away understanding how to use these powerful planning tools to your advantage. 

Additional Notes

This webinar will be held virtually.  You will need your own devices to login to the Webinar Jam platform.  Links will be sent out within 12 hours before the course begins. 

Fees

  • Class Fee $15.00
Total: $15.00

Note: Registration has ended