Transfer on Death vs. Trusts Seminar with Attorney Mitch Adel

2251 North Dayton-Lakeview Road,New Carlisle OH 45344

28 July, 2021

Description

Attend this free, live Estate Planning & Asset Protection seminar in New Carlisle, Ohio with Certified Elder Law Attorney* Mitch Adel 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 New Carlisle, Ohio. Register now! Seating is limited by room size and the seating policy of the venue. You will receive a confirmation text from 855.695.4900. Protecting Ohio Families For Over 35 Years About Your Host: Mitch AdelManaging PartnerCertified Elder Law Attorney* Attorney Mitchell (Mitch) Adel is the managing partner of Cooper, Adel, Vu & Associates. Mitch’s close relationship with his extended family has given him a deep appreciation for the issues we all face as we age. He is passionate about finding solutions that protect and preserve the wealth of his clients and for those they leave behind. Mitch has a mission to educate seniors and their families about elder law issues which he does through weekly educational seminars throughout Ohio and by contributing to publications such as USA Today, Forbes Magazine, Consumer Reports, Yahoo Finance, the Cincinnati Enquirer and Columbus Business First. *Mitch is one of only 24 attorneys in Ohio who are dually certified by the National Elder Law Foundation (NELF) as a Certified Elder Law Attorney and the Ohio State Bar Association as a Specialist in the Area of Elder Law. 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.