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Go Further With Lifelong Learning

What is a Trust: Do you Need One? LAW6

What is a Trust: Do you Need One?

Sessions:

1

Dates:

10/17/2023

Location: Instructor:
  • Attorneys 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.

 

Fees

  • Class Fee $20.00
Total: $20.00

Note: Registration has ended