Murtha Means More

June 27, 2017 - Robert Heinimann to present on "Revocable Living Trusts” at the Estate Planning from A to Z Seminar

Robert A. Heinimann, Jr. will be presenting on “Revocable Living Trusts” at the Estate Planning from A to Z Seminar hosted by the National Business Institute. 

REVOCABLE LIVING TRUSTS
June 27, 2017
11:15am - 12:00pm

Location:
Best Western Plus North Haven Hotel
201 Washington Avenue
North Haven, CT 06473

Agenda:

  1. Traditional Estate Planning vs. Revocable Trust Planning
  2. Credit Shelter Trusts
  3. Marital Deduction Trusts
  4. Qualified Terminable Interest Trusts (QTIPs)
  5. Drafting Tips and Samples
  6. Common Mistakes to Avoid

Click here for more information.

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