Upcoming Events
Estate Planning for Seniors Series
Session 3: Trusts
Every Connecticut family will be touched by probate at some point following a death of a loved one. This four-part basics series will review Connecticut Probate Court resources, what to anticipate for planning purposes, and, in this age of do-it-yourself wills, the importance of engaging a trusts and estates lawyer who can help you plan for the future.
This presentation does not offer legal advice or counsel, which can only be provided to you by your attorney.
This presentation does not offer legal advice or counsel, which can only be provided to you by your attorney.
Session 3: Trust Basics
o What is a trust?
o The role of a trustee
o Choosing a trustee
o How to deal with a dissatisfactory trustee
REGISTRATION REQUIRED
Estate Planning for Seniors Series
Session 4: Essential Planning for Every Family
Every Connecticut family will be touched by probate at some point following a death of a loved one. This four-part basics series will review Connecticut Probate Court resources, what to anticipate for planning purposes, and, in this age of do-it-yourself wills, the importance of engaging a trusts and estates lawyer who can help you plan for the future.
This presentation does not offer legal advice or counsel, which can only be provided to you by your attorney.
Session 4: Essential Planning for Every Family
o Powers of Attorney and Health Care Directives
o Transfer wealth tax free through annual gifting
o How to organize your records, protect your heirs
o Finding a Trusts and Estates lawyer
o Integrating your Financial and Estate Plans
REGISTRATION REQUIRED