From time to time, Arlyn will host seminars for new and existing clients regarding topics like living trusts, life insurance trusts, reviewing and updating your estate plan, trust administration, probate administration, federal estate tax planning, and business succession planning.
If you are interested in learning about our upcoming seminars, please visit our Forms page.
Annual Estate Plan Review and Update Event!
We will review the following topics:
- How your Trust saves time and money
- Funding your Trust and naming beneficiaries for your Retirement accounts
- Naming Successor Trustees and Agents
- Organizing your information to help your Successor Trustee
We will discuss what is new in Estate Planning:
- Keep your Living Will, Medical Power of Attorney, & HIPAA available to your Agents
- Michigan’s new Trust Code and how it affects your estate plan
- How Protective Trusts can provide asset protection for your children’s inheritance
- Using Trust Protectors to provided flexibility for long term protective trusts
- Planning options under the new Federal Estate Tax and Gift Tax Exemption
- How to leave real estate to your heirs without uncapping the property tax
Location: The Hillside Room at Eagle Eye, 15500 Chandler Road, Bath, Michigan 48808
Date: Wednesday, April 27, 2011
Time: 7:00 p.m. – 8:30 p.m.