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Legal Presentation - Trusts

Wed, Mar 19

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Winchester

Learn What They Are, what they can and cannot accomplish, and how they can be an indispensable part of your estate plan.

Legal Presentation - Trusts
Legal Presentation - Trusts

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!

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