There are different types of living trusts and not all will be appropriate for your clients...

Disclaimer, intervivos, A/B credit shelter, marital, testamentary, special needs, supplemental needs, incentive......so many trusts!

Is the advice you're giving trust-appropriate?

Join us on June 3rd and what you learn may significantly impact your client's investment strategy. We'll treat you to breakfast while sharing with you:

• which trusts would best suit your client's goals and how they each work
• the fiduciary obligations for each trust and how they differ
• the best trusts for estate tax minimization or avoidance
• how to counsel your clients on the different skill sets required by the trustees
• what is required of the beneficiaries and how they differ with each trust
• when a special needs trust would be appropriate

Meet the Presenters:

Paul T. Czepiga

Attorney Paul T. Czepiga practices in the areas of elder law, estate, tax and disability planning and estate administration. He is a Certified Elder Law Attorney (CELA), a CPA, an MBA and has been selected by Super Lawyers Magazine as a top attorney for 4 consecutive years. Paul often speaks at the Connecticut Financial Planner's Conference and at other professional  organizations throughout the state.

Space is limited! So RSVP early and no later than May 25th. 

Register Now!