Fraud Prevention Lunch/Estate Planning Seminar

28 Jun 2022 EDT

Ashland Avenue Baptist Church, 4255 Ashland Avenue, Cincinnati, OH, USA Map

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PLEASE REGISTER EACH INDIVIDUAL ATTENDING!

All seniors and those who are privileged with the responsibility to care for seniors, this FREE seminar is a must-attend:
Lunch (Sponsored by My Medicare Guys and Catered by Dickeys BBQ Pit) Topic will Include: Fraud Prevention and a Q&A presented by Park National Bank
General Session will be presented by Dan Vu of Cooper, Adel, & Vu:
We are one of only a handful of law firms in Ohio with three attorneys who are dually certified by the National Elder Law Foundation as Certified Elder Law Attorneys (CELAs) and by the Ohio Bar Association as Specialists in the Area of Elder Law.
Topics will Include:
*The different types of Trusts available and their pros and cons
*How Trusts can be better than Wills
*How Trusts can be superior to using beneficiary designations alone
*The tax advantages of certain Trusts
*How some Trusts (but not all Trusts) can protect assets from the cost of a nursing home
*Common mistakes when using Trusts
*How individuals who are single, married, widowed, divorced, with kids or no kids can utilize a Trust in their estate plan
*And much moreā€¦
ALSO Onsite will be Justin Hively of My Medicare Guys to answer questions regarding Medicare!
Registration will open next week and will be limited to 100 in attendance

Contact information

Bookings for this event have now closed.