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Join one of the co-authors of the Pennsylvania Trust Guide and learn how to protect more of your wealth and provide a legacy for future generations. Establish a financial readiness plan today that prepares for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, then this seminar is for you! Get these questions answered:
- How does a trust offer asset protection from the costs of nursing home care?
- Why does it matter if a trust is revocable or irrevocable?
- Can my spouse or family still access any & all funds placed inside a trust?
- Do you have to be "rich" or have multiple investment accounts to benefit from using a trust?
- What situations are common for setting up a trust - pros & cons?
- Are there any inheritance tax advantages?
Hosted by: Julie Steinbacher, Esq., LL.M., CELA* & Stacey Acri, Esq.
Location: The Greens at Irem Clubhouse, 64 Ridgway Dr., Dallas, PA 18612
* Certified as an Elder Law Attorney by the National Elder Law Foundation
A complimentary light lunch will be served
To register, visit https://www.paeldercounsel.com/register-for-a-seminar#trust-takeover-anything-everything-you-d-want-to-know-about-trusts
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Event Venue & Nearby Stays
The Greens at Irem Clubhouse, 52 Ridgway Dr, Dallas, PA 18612-9263, United States
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