What is a trust, and do I need one? BLF*4

Meeting Times

• Tuesday 6:00 PM - 7:00 PM

Description

What is a trust, and how can it benefit you?  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.  

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.  All students will receive an informational booklet about trusts crafter by our estate planning and elder law firm.  

Additional Notes

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