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WEBINAR: Understanding the Uses & Purposes of Irrevocable Trusts

 
Greetings!

Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications, few clients really understand the potential power and application of these estate planning, asset protection planning, tax planning, special needs planning, elder care planning, and charitable planning tools.
 
Join BWFA and Steve Elville, Esq. for an interactive discussion and overview of the most utilized irrevocable trusts and their potential uses and purposes in 2023.  
 
Webinar
Wednesday, May 17, 2023 from 11:45 AM to 1:00 PM EDT
TOPICS WILL INCLUDE:
  • Why should clients care about irrevocable trusts in 2023?
  • What are the most known and available irrevocable trusts in 2023?
  • Uses and objectives in irrevocable trust planning
  • Differences between revocable and irrevocable trusts
  • Taxation of irrevocable trusts – a brief overview
  • The continuing need for flexibility – new plans versus older plans
PRESENTERS:
Managing Director, Wealth Management
& Executive Manager, BWFA
Managing Principal & Lead Attorney,
Elville and Associates
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
        

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