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Virtual What the Heck is a Trust and Do I Need One? LAW2

Virtual What the Heck is a Trust and Do I Need One?





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

Meeting Times

  • Tuesday 6:00 PM - 7:30 PM


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 the different types of trusts, and go over who you should choose to participate.  You’ll 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. All students will receive an easy-to-understand trusts guidebook written by our attorneys.


  • Class Fee $20.00
Total: $20.00