Wills, Trusts and Estates Seminar 

Want to learn the ABC's of what an estate plan consists of? Come listen to  Marc S. Levine, Esq. from Handler & Levine**. This seminar will address the most common topics:

• Lifetime Documents - Power of Attorney, Health Care Directives, etc.
• Testamentary Transfers of Assets Ownership
  
• Transfers of Assets by Type of Ownership - Joint with Rights of Survivorship, Tenants in Common, etc.
  
• Transfers of Assets by Type of Beneficiary Designation
• Income Tax Issues with Qualified Accounts 
  

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Mid-Atlantic Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union Members. 

** Neither Marc S. Levine or Handler & Levine are affiliated with CUSO Financial Services, L.P. or its representatives.