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Trusts 101: Key Strategies & Benefits
March 27 @ 9:00 am - 10:00 am
You’ve worked hard to build your nest egg and create the life you’ve envisioned for you and your loved ones. As a result, it’s important you take the proper steps and use the right legal tools to ensure the fruits of your labor are protected and transferred to your heirs and loved ones how you desire. One of the most important tools at your disposal are trusts.
Join Senior Partner Melissa Negrin-Wiener to discover which type of Trust is right for you.
You will learn about different types of trusts, such as:
☆ Irrevocable Trusts
☆ Revocable Trusts
☆ Supplemental Needs Trusts
☆ Testamentary Trusts
☆ Living Trusts
☆ Pooled Income Trusts
