Course Details
9300: Do Only the Rich Have Trusts? Key Strategies Using Trusts in Your Estate Plan
February 3-4
1:45 PM -
3:15 PM
In-Person
Trusts are not just for the wealthy; trusts can handle any estate more efficiently than relying on a last will and testament alone. This course surveys the basics of implementing trusts and the new planning opportunities trusts can provide you in your estate plan. What is the difference between revocable and irrevocable trusts? Can trusts protect an estate against the costs of probate, state and federal estate taxes, creditor claims, and lawsuits? Do trusts protect you financially should you ever need nursing home care in the future? How do trusts impact wills, powers of attorney, real estate, investments, retirement accounts, and other assets? How does the field of elder law impact the use of trusts? OLLI does not permit solicitation, marketing, or selling of products or services as part of a study group, and does not endorse particular products or financial advice from SGLs.
Class Type: Lecture and Discussion
Class Format: In-Person
Hours of Reading: No reading
Study Group Leader(s):
John BurtonJohn S. Burton, Esq. practices in the areas of estate planning, asset protection, business, and elder law. He is a Certified Estate Planner (CEP) and a Trust and Estate Practitioner (TEP). John is admitted to practice law in the Commonwealth of Virginia, US Federal Courts within the Fourth Circuit, and the US Tax Court.