Broker Check
04 Oct
Trusts Explored: A Comprehensive Guide to Trustees and Asset Protection in Estate Planning


Join us for an illuminating webinar on the intricate world of trusts and the pivotal role they play in safeguarding your assets through effective estate planning.

Whether you're new to the concept of trusts or seeking to deepen your understanding, this session will empower you with the knowledge to make informed decisions about securing your financial legacy.

During the webinar, our expert, Chris Holtby, will delve into the following key areas:

Trusts Unveiled: An Overview
-Gain a clear understanding of what trusts are and how they function within an estate plan.
-Explore the various types of trusts available and their distinct purposes, including revocable living trusts, irrevocable trusts, and special needs trusts.

The Role of Trustees: Choosing Wisely
-Discover the critical role trustees play in managing and administering trust assets.
-Learn about the different types of trustees you can select, from individual trustees to corporate fiduciaries, and understand the pros and cons of each choice.

Building a Robust Estate Plan: Asset Protection through Trusts
-Delve into the importance of asset protection in estate planning and how trusts can serve as powerful tools in shielding your wealth from creditors, lawsuits, and other potential threats.
-Get insights into crafting personalized strategies to secure your assets for your beneficiaries' future while maintaining your financial objectives.

Navigating Legal and Tax Implications
-Understand the legal and tax implications associated with different types of trusts.
-Learn how to maximize tax efficiency and ensure compliance with current laws and regulations.

Whether you're a seasoned investor, a family wealth steward, or simply someone interested in securing their financial future, this webinar will equip you with the knowledge and tools needed to make informed decisions about trusts and trustees. Don't miss this opportunity to empower yourself with strategies that will leave a lasting legacy. Register Today!

Date and Time

Wed, Oct 04, 2023

12:00p - 12:45p EST




Event Registration