Tim Hamilton will be joined by Lance Lehman, Senior Wealth Advisor at Compound Planning, and special guest, Judy N. Cuzzacrea Wagner, Estate Planning Attorney at Harris Beach PLLC, for a Compound Conversation about trusts and the role they play in wealth and estate planning.
🗓️ Date: Wednesday, August 14th
🕚 Time: 2pm ET / 11am PT
This is the perfect opportunity for individuals, families, and professionals to:
🔍 Understand how trusts can benefit estates of any size (not just large ones!).
📜 Learn the process of creating and funding a trust.
👥 Discover the roles involved in trust management and administration.
📑 Explore different types of trusts and their specific applications.
🏡 Determine if establishing a trust is the right step for you and your loved ones.
You don't want to miss this chance to learn how to navigate the complexities of trusts and estate planning.
DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.