April, 2022 | show full year | Close |
Event: | What is a Trust? Do I Need One ? | |||
Date: | April 26th, 2022. | |||
Time: | 6:00 PM to 7:00 PM | |||
Location: | Virtual - Webinar.jam | |||
Contact: | 860-687-2000 Ext 1273 or 1271 | |||
What the Heck is a Trust and Do I need One? Held Tues. Apr 26 6:00-7:30 PM Tuition: $19 Instr: Attorney Jeff Rivard Max. enroll 10 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 at the end of the program. This is a virtual class through WebinarJam. Students will receive an email with the link prior to the start of class. Register and pay here: https://www.windsoradulted.org/CourseCatalog/catalogView.asp?id=14 |