Trust Planning in a Changing Environment

Tuesday, May 21, 2019 | 12:00 PM – 1:00 PM ET

EVENT OVERVIEW

Trust Planning in a Changing Environment

Please join us on May 21 as we discuss how and when the use of trusts is appropriate in your estate plan


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TOPICS

  • Do I even need a trust and if so, does a joint trust count?
  • How to plan when there may be an estate tax.
  • How to use trusts for sophisticated techniques to plan for estate tax, asset protection, and family planning.
  • What is the best way to stay on top of the changing estate planning environment?

LOCATION

McDonald Hopkins LLC
Fifth Third Center
600 Superior Avenue East, Suite 2100
Cleveland, Ohio 44114

Complimentary Valet Parking is available on Superior Avenue in front of the Fifth Third Center.

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