Living Trust--Asset Protection-- Estate Planning Seminar/Workshop
2011 Chicago Magazine 5 Star Wealth Manager Award For Professional Services
February 8, 2012 and February 9, 2012 Giacomo's Restaurant Our workshop is from 6:00 p.m. to 8:30 p.m. Hot Hors d'oeuvres will be served at 5:45 p.m. Dinner will be served following the workshop (approx. 8:30 p.m.) Doors close at 6:00 p.m. sharp
Description / Info:
A first class, extremely worthwhile and comprehensive program and workshop, like no seminar you have ever attended before. Detailed discussion of estate planning with the use of trusts, wills and powers of attorney; the difference between wills and trusts; how probate and guardianship can be avoided (be prepared to take notes); how to enhance your eligibility for medicaid while protecting one spouse's assets from nursing home expenses; how the HIPAA medical privacy regulations can have a serious negative impact on your estate plan; the estate tax is back --- how the new 2011 and 2012 estate tax laws will affect you; how to make sure the inheritance you pass to your children can secure protection from divorce, creditors, and lawsuits; how to make sure your children's inheritance passes at their death, to your grandchildren and not your in-laws; the best way to set up your beneficiary designations to be sure IRA/Retirement Plan payouts can be "streched out" instead of suffering a "blowout"; how to make sure your Health Care Power of Attorney, Medical Record Authorizations and Living Will are available to your medical provider anywhere, in just seconds in the event of an emergency; and much,much more; find out why "one-size-fits-all" trusts, bargain priced trusts and do-it-yourself trust kits, usually don't work and usually create a disaster! A "power point" slide presentation will be used and there will be a question & answer segment at the end of the workshop. Hot Hors d'oeuvres will be served before the workshop and dinner will be served following the workshop. (Note, that this is a two and 1/2 hour workshop)
Location of Event:
Giacomo's Restaurant 740 North Wolf Road, Des Plaines, IL (NW corner of Wolf and Central Roads)
Event Contact: Kathy or Rebecca 847-670-8200
kzkoenig@sbcglobal.net
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