Transfer on Death vs. Trusts Seminar with Attorney Dan Vu

665 North Broadway Street,Lebanon OH 45036

29 July, 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 Lebanon, Ohio. Register now! Seating is limited by room size and the seating policy of the venue. Cooper, Adel, Vu & Associates LPA is now serving the state of Kentucky with services provided by Partner Nathan Simpson Esq. You will receive a confirmation text from 855.695.4900. Protecting Ohio Families For Over 35 Years About Your Host: Dan VuPartnerCertified Elder Law Attorney* Dan is one of only 24 attorneys in Ohio that 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.