Transfer on Death Vs. Trusts Seminar with Attorney Dan Vu

8971 Wilcox Drive,Twinsburg OH 44087

11 May, 2021

Description

Live seminar where Ohio's only elder law firm with THREE dually certified elder law attorneys will discuss multiple estate planning topics. The rules on Transfer on Death, Payable on Death, Survivorship Designations, and Beneficiary Designations are complicated and widely misunderstood. Attend this seminar where you will learn how to best utilize them in your estate plan and how to avoid common costly mistakes! Topics Will Include: The pros and cons of beneficiary designationsThe pros and cons of TrustsThe costly mistakes people make when trying to avoid probateCommon planning mistakes that cause unnecessary taxes for you and your heirsThe essential legal documents everyone should have and whyAnd much more...Join us to learn about these topics and more at our live seminar held in Twinsburg, Ohio. We will be following all updated CDC guidelines by keeping tables and groups apart, as well as limiting the number of people in attendance. Register now to reserve your spot. Protecting Ohio Families For Over 35 Years About Your Host: Lauren CooperPartnerAttorney Lauren Cooper is a Partner with Cooper, Adel, Vu & Associates. She joined the firm as an associate attorney on the Trust Team in 2014. However, she already had over a decade of experience with the firm as a legal assistant after college and during law school. Her experience with the firm, and her hands-on experience living in an extended family, were key to her decision to attend law school. Lauren spent two years assisting our clients and their families when a loved one passes away in settling their estate. These days, Lauren works mainly with our Trust clients to design a plan, to understand how it works and to maintain it throughout their lives so that it is easier for their families. Privacy Policy & Terms of Use This is not a part of Facebook and is not endorsed by Facebook Inc. Providing your phone number allows us to confirm reservations and text a reminder. Messaging & data rates may apply.