• How Trusts Can Benefit Your Heirs

    • Share:
    •  
    Name: How Trusts Can Benefit Your Heirs
    Date: November 2, 2016
    Time: 8:30 AM - 12:00 PM EDT
    Event Description:
     Attorney Dennis Gorman will be discussing such topics as:
    • Credit shelter/marital QTIP Trusts to reduce estate taxes
    • Family Trusts to safeguard assets over several years for heirs
    • Life Insurance Trusts to eliminate estate tax on life insurance proceeds
    • Medicaid Trusts to safeguard your home from nursing home costs
    • Trusts to hold your vacation home for your heirs
    Complimentary, includes breakfast buffet: baked goods, cinnamon rolls, scrambled eggs, sausage, fresh fruit and juices, coffee and tea. 
    Location:
    The Beechwood Hotel, 363 Plantation Street, Worcester, MA 
    Date/Time Information:
    Wednesday, November 2, 2016  |  8:30 am-12:00 pm
    Contact Information:
    Celia MacPherson at 508-459-8095
    Fees/Admission:
    This is a complimentary seminar which includes breakfast.
    Set a Reminder:
    Enter your email address below to receive a reminder message.