Legal Presentation - Trusts
Wed, Mar 19
|Winchester
Learn What They Are, what they can and cannot accomplish, and how they can be an indispensable part of your estate plan.


Time & Location
Mar 19, 2025, 11:00 AM – 12:30 PM EDT
Winchester, 109 Skillings Rd, Winchester, MA 01890, USA
About the Event
Trusts: Learn What They Are, What They Can And Cannot Accomplish, And How They Can Be An Indispensable Part Of Your Estate Plan
As an estate planning attorney, the question I hear most often (after how do I avoid probate?) is: Do I need a trust? The answer is always the same: it depends. It depends on your goals and your family dynamics but surprisingly to most people, rarely if ever on the value of your assets. This presentation will help you decide if a trust is right for YOU, and if so, what kind of trust is most appropriate. And finally, it aims to convince you that funding your trust is just as important as drafting it!