Living Trust--Asset Protection-- Estate Planning Seminar/Workshop
Recipient of the 2011, 2012, & 2013 Chicago Magazine Five Star Wealth Manager Award* For Professional Services and the 2012 Martindale-Hubbell National Law Directory Client Distinction Award*
Public seminar/workshop - If you are not interested in attending one of our workshops or there are no currently scheduled workshops, please contact our office at 847-670-8200 to schedule a free initial office consultation (value of $300) that provides you with the same great information described below. When you schedule your consultation we will mail you our free reports on "How Trusts Are Used To Avoid Probate, Guardianship, and Estate Taxes" and "How To Provide Creditor and Divorce Protection On The Inherited Funds That You Leave To Your Children".
Date: None currently scheduled
Location: workshops, when scheduled, are held at Palm Court Restaurant
1912 N. Arlington Heights Rd.
(NW corner of Palatine & A. H. Rds.)
Arlington Heights, IL 60004
Our public workshops are from 6:00 p.m. to 8:00 p.m. Hot Hors d'oeuvres are served at 5:45 p.m at our public workshop/seminars. Dinner is served following the public workshop (approx. 8:00 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 taxes are now permanent --- how the new 2012 and 2013 estate tax laws will affect you; how to make sure the inheritance you pass to your children can secure protection from divorce, creditors, andlawsuits; 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 hour workshop)
Location of Event:
Palm Court Restaurant
1912 N. Arlington Heights Rd. Arlington Heights, IL 60004 (NW corner of Arlington Heights Rd. and Palatine Rd.)
This information is designed to provide a general overview with regard to the subject matter covered and is not specific to any particular state. The authors, publisher and host are not providing legal, accounting, or specific advice to your situation. It is strongly suggested that you contact an attorney to provide you with legal counsel regarding your individual legal concerns and/or problems. IRS Circular 230 contains the IRS’s statement of standards of practice for written advice that tax professionals give to their clients. Current interpretation of these standards requires the inclusion in all of our communications of the following Notice: Opinions or statements contained in this document which relate to any federal tax matter are not to be used and cannot be used to avoid penalties that may be imposed on a taxpayer.