Jun22

Trust Planning Seminar

  • Thursday, June 22, 2017

  • 11:30 am - 1:30 pm

  • KatzAbosch Learning Center
    9690 Deereco Road
    Suite 405
    Timonium, MD 21093

Register Here

All You Need to Know About Trusts
While trust funds, or trusts, may seem the province of the wealthy, there are actually many benefits to creating them, even if you’re not a multimillionaire. Trusts can help you manage your property and assets, make sure they are distributed after your death according to your wishes, and save your family money, time and paperwork.

Join KatzAbosch’s Estate Planning experts for an educational seminar on these often misunderstood financial planning tools. After the program you will have an enhanced comprehension around:
• What is a trust
• If you need a trust
• What kind of trust is right for your situation
• What assets should be in a trust
• How a trust operates
• If an existing trust can be modified
• The responsibilities of the trustee(s)

This is a complimentary event for our clients and guests. Lunch will be provided with this seminar. Space is limited, so early registration is recommended.

This educational event is for KatzAbosch clients and guests. We will try to accommodate all parties interested in this learning experience. However, due to limited space, we are reserving the seating at this venue to the audience it abets.