Estate Planning 101: Trust Planning for Novices
August 26, 2021 /
Webinar /
12:00 PM - 1:00 PM ET
In the next webinar in our Estate Planning 101 series, wealth preservation attorney Whitney Patience O’Reilly will discuss the basics of trusts. She will review the differences between revocable and irrevocable trusts and when each should be used, the various types of trusts (including testamentary versus inter-vivos trusts), and the distribution standards you should know. Conversation will touch on the importance of trustees and considerations to keep in mind in their selection. Whitney will also discuss tax and probate avoidance planning in detail and will review key provisions in an actual trust.