Transfer on Death vs. Trusts Seminar with Attorney Dan Vu

The rules on Transfer on Death, Payable on Death, Survivorship Designations, and Beneficiary Designations are complicated and widely misunderstood. Attend this seminar where you will learn how to best utilize them in your estate plan and how to avoid common costly mistakes!

Topics Will Include:

• The pros and cons of beneficiary designations
• The pros and cons of Trusts
• The costly mistakes people make when trying to avoid probate
• Common planning mistakes that cause unnecessary taxes for you and your heirs
• The essential legal documents everyone should have and why
• And much more...

Join us to learn about these topics and more at our live seminar held in Delhi, Ohio.

Those attending will receive a complementary copy of "Attorneys Answer 101 Questions About Estate Planning & Trusts".

Register now! Seating is limited by room size and the seating policy of the venue.

Cooper, Adel, Vu & Associates LPA is now serving the state of Kentucky with services provided by Partner Nathan Simpson Esq.

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You will receive a confirmation text from 855.695.4900.

Dan is one of only 24 attorneys in Ohio that are dually certified by the National Elder Law Foundation (NELF) as a Certified Elder Law Attorney and the Ohio State Bar Association as a Specialist in the Area of Elder Law.

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Event Venue & Nearby Stays

Glen Carder Lodge, 5125 Foley Road, Cincinnati, United States