Attendees will learn the many uses of trusts, such as for asset protection, to avoid probate, for estate tax savings, for creditor protection, to provide for individuals with special needs and to protect assets in the event of a need for long term care. This program is beyond the basics and is ideal for individuals who have accumulated some wealth that they would like to protect for themselves as well as their loved ones.
Presented by Kristin Shirahama, attorney in Bowditch & Dewey’s Estate, Tax & Financial Planning Practice