What are you looking for?

A Will is Not the Only Way - A Guide to Different Types of Trusts

  • Share:
Name: A Will is Not the Only Way - A Guide to Different Types of Trusts
Date: October 8, 2020
Time: 12:00 PM - 1:00 PM EDT
Website: Register Here
Event Description:
Estate planning can seem like a daunting task with complicated legal language and confusing options on what may be the best plan for you and you family. We can help take the confusion out and simplify your options by providing you a a clear understanding of the use of wills and trusts. 

Join this Coastal Credit Union webinar to hear Tamara Kidd, JD, Senior Trust Officer and Sheldon R. Reynolds, CFA®, Vice President, Trust and Investments, from Members Trust Company, discuss the various estate planning tools that are available to meet your financial planning needs and protect your family. 

We will cover common problems that arise due to improper estate planning or lack of planning altogether such as family disputes, disinheritance of children from prior marriages, planning for loved ones with special needs, management of irresponsible beneficiaries and protecting you should incapacity occur. We will also cover in detail the various types of trusts that are available and when they are most applicable. 

Date/Time Information:
Thursday, October 8
12:00-1:00 p.m.
Contact Information:
Ewelina Caplap
Set a Reminder:
Enter your email address below to receive a reminder message.

Do NOT follow this link or you will be banned from the site!