Agenda Discovery Week Month

Curated for Me

Are You Trusting an Out of Date Trust?

Youngman Ericsson Scott, LLP
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Endorsed by Curators:
Feb 13 7:00PM - 9:00PM

Estate planning is dead! Asset protection planning is alive and well! Do you have a modern plan or a traditional "probate" trust? Unfortunately you may not know until it is too late!

Your modern trust must be consistent with recent law changes to protect you and your family. Make sure it will:

  • Go to your children, even if your spouse remaries after your death
  • Protect your assets. Most living revocable trusts do nothing to protect your assets from a devastating illness - does yours?
  • Minimize taxes in your retirement plans by taking advantage of new tax strategies under the Pension Protection Act of 2008.
  • Take advantagte of new estate and income tax planning opportunities.
  • Protect your children's inheritance from divorce, lawsuits, creditors and double estate taxes.

Find out whether your trust passes the test! Come to this free seminar by reknowned attorney Reed Scott, MBA, JD, LL.M. (Tax), partner at Youngman Ericsson Scott, LLP.

Free to attend, dinner provided. Advance registration required. RSVP to msullivan@youngman.com or call (925) 930-6000.

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Endorsed by Curators:
Are You Trusting an Out of Date Trust?

Are You Trusting an Out of Date Trust?

Jan 18 7:00PM - 9:00PM
Estate planning is dead! Asset protection planning is alive and well! Do you have a modern plan or a traditional "probate" trust? Unfortunately you may not know until it is too late!Your modern trust…