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Trusts - The Swiss Army Knife of Estate Planning
Original Presentation 3/28/2024

Program Description: Edward Perkins, JD, LLM (TAX), CPA discussed the many use of trusts including Serves as a Will Substitute, Streamlines Probate, Provides control over how assets are distributed, Provides for the management and conservation of trust property, Controls access to Trust Assets, Creates opportunities for Estate and Income Tax Planning, Provides for Asset Protection, Provides support for Minors and Disabled Individuals, Achieves Charitable Objectives,
and Even Takes Care of Pets


 

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