Trusts In Action: Strategies For Estate And Medicaid Planning
April 25, 2025 06:00 PM
Until April 25, 2025, 07:00 PM 1h

Trusts In Action: Strategies For Estate And Medicaid Planning

Montauk Library
Trusts In Action: Strategies For Estate And Medicaid Planning
Montauk Library

Join Nancy Burner, Esq. for an informative seminar at the Montauk Library on the power of trusts in Estate and Medicaid planning. Learn how trusts can safeguard your assets, minimize taxes, and ensure your loved ones are cared for according to your wishes. Nancy will guide you through:

  • Different types of trusts and their purposes
  • Strategies to protect assets while qualifying for Medicaid
  • Tips to avoid common pitfalls and ensure your estate plan works for you

Register with the Montauk Library at (631) 668-3377 or by email at ddipaolo@montauklibrary.org

Scan QR Code

Trusts In Action: Strategies For Estate And Medicaid Planning

Trusts In Action: Strategies For Estate And Medicaid Planning
April 25, 2025 06:00 PM
Until April 25, 2025, 07:00 PM 1h

Trusts In Action: Strategies For Estate And Medicaid Planning

Montauk Library
Trusts In Action: Strategies For Estate And Medicaid Planning
Montauk Library

Join Nancy Burner, Esq. for an informative seminar at the Montauk Library on the power of trusts in Estate and Medicaid planning. Learn how trusts can safeguard your assets, minimize taxes, and ensure your loved ones are cared for according to your wishes. Nancy will guide you through:

  • Different types of trusts and their purposes
  • Strategies to protect assets while qualifying for Medicaid
  • Tips to avoid common pitfalls and ensure your estate plan works for you

Register with the Montauk Library at (631) 668-3377 or by email at ddipaolo@montauklibrary.org

Scan QR Code

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