"Funding School" Lunch and Learn Workshop For Trust Clients (FULL)

Title: "Funding School" Lunch and Learn Workshop For Trust Clients (FULL)

Area: Dartmouth

Date: Wednesday, April 10, 2019

Time: 12:00 PM - 1:30 PM

Location: Lantz Law, Inc.

Address: 352 Faunce Corner Road, Dartmouth, MA 02747


Description

For trust clients.

Some topics we will discuss include:

  • A trust can do its job only when it is appropriately funded with your assets.
  • An “empty” trust is essentially a useless trust.
  • The role of funding
  • How your various assets should be handled to meet your estate planning goals.
  • This will be a useful review for some, and an important first step for others.

Reservations requested. Limited Seating!


Bookings no longer allowed on this date.