COMPLIMENTARY SEMINAR SERIES
Samuels Yoelin Kantor LLP’s seminar series helps keep our clients and colleagues informed on recent developments and industry best practices. The seminars typically take place in our beautiful, state-of-the-art conference room on the 38th floor of the US Bancorp Tower. Seminars are complimentary. Participants qualify for (1) Continuing Professional Education (CPE) credit. To register, please use the links below or call us at 503-226-2966. Seating is limited, so be sure to contact us soon!
TRUSTS 101:
MAXIMIZING CONTROL OVER YOUR ASSETS
Thursday, April 19, 2012
7:30 – 9:00 A.M.
at Samuels Yoelin Kantor LLP offices
Light refreshments will be served
Presented by Eric Wieland and Glen Goland
This session will provide a basic overview of some commonly used trusts. We’ll discuss how these trusts may give clients more control (and more privacy) over the distribution of their assets, specifically with regard to distributions to their children (dead hand control).
The materials will cover the differences between testamentary and living trusts, frequently used creditor protection clauses, and trust funding. We’ll also discuss the use of trusts in planning for periods of mental incapacity, and explore the use of special needs trusts to plan for disabled individuals who are collecting means-tested public benefits.
To register for this seminar, contact events@samuelslaw.com or call us at 503-226-2966.
Upcoming Seminars:
May 24 – Understanding transfer tax fundamentals
June 7 – Trust and Estate Litigation
