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Why You Can't Always Trust Your Trust (virtual)


Adult Activities and Classes / Education & Finance -
Fall 2024

The trust is a very popular component and tool to be used in our estate planning. However, there are a variety of vastly different Trust options to be used and the question arises: "Am I using the right Trust for my needs and goals?" Often used Trusts include: Living Trusts, Testamentary Trusts and Irrevocable Trusts, each serves a different purpose, each has a different result. One common problem that often needs addressing is the over-utilization of the Living Trust for goals or problems that it does not resolve. For example, "Does my Living Trust protect my assets against Medicaid and the nursing home?" The answer is probably no. The Irrevocable Trust and the Testamentary Trust each have their strengths and weaknesses as well. We will clearly define the strengths and weaknesses of these different types of Trusts and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts. Class encourages questions and we hope to provide answers that will set your mind at ease or assist you in the decision making in this area. 

If registering as a couple, only add one person to your cart. The name of your partner will be asked as a question during the checkout process.

A zoom link will be sent to the email used during registration.

 December 2024 
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3017-F24

  Steve Ledin


Online Course
Thursday, Dec 12
6:30 - 8:00 PM

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$ 16.00
individual/couple