Nuts & Bolts of Trusts

Instructor Candace Pollock - Trusts can be one of the most useful and cost-effective legal tools to help people maintain control over their assets during good health, illness and at death—without court costs or delays.  Unfortunately, most people, including financial advisors, only think of trusts in terms of saving estate taxes.  While this is one benefit of trusts, trusts can also provide many more protections such as shielding inheritances for beneficiaries with failed marriages, bad judgment, creditors, or special needs or those with business interests.  This workshop gives an overview of how trusts work,  the pros and cons and costs, when to consider using trusts and what should be included in the trust provisions.  It covers the Trust Protections Spectrum™ and various asset protection options trust can provide during the trustmaker’s and beneficiaries’ lifetimes.Class Min 5/Max 30.