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What is a Trust: Do you Need One? LAW6

What is a Trust: Do you Need One?

Sessions:

1

Dates:

10/15/2024

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

Meeting Times

  • Tuesday 10/15/2024, 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, and Special Needs. 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 to 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. Following the class, all students will receive an easy-to-understand trust guidebook written by our attorneys.

Fees

  • Class Fee $20.00
Total: $20.00