Meriden Adult, Continuing & Career Education

What is a trust, and do I need one? 407(OL)

12 Seats Available

What is a trust, and do I need one?

Sessions:

1

Dates:

3/19/2024

Location: Instructor:
  • Attorneys at Czepiga Daly Pope & Perri

Meeting Times

  • Tuesday 6:00 PM - 7:00 PM

Description

What exactly is a trust? And what can a trust do for you? You’ve heard about the different types – Revocable, Irrevocable, Special Needs, Discretionary, Testamentary, and Tax trusts. In this program we’ll demystify trusts and explain how a trust could be suitable for you and why. You’ll walk away knowing how to use trusts to do things like… minimize or avoid taxes, protect assets from potential ex-spouses and creditors, keep public benefits for loved ones, provide for a beneficiary who is disabled or has 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. All students will receive an easy-to-understand trusts guidebook written by our attorneys.

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