Trusts 101

Everything you wanted to know about how a Trust can protect your assets!

Live Webinar • Thursday, Sep 30th • 4pm ET


Christine Matus - Owner and founder at Matus Law

Kristine Carranceja-Gurski - Associate Attorney at Matus Law

Here are the top 5 things you'll learn in just 1 HOUR!

  • How they work: A trust is an estate planning device that allows you, the Grantor, to give a third party, the Trustee, access to hold and manage your assets for the benefit of your Beneficiary. 
  • Advantages & Disadvantages: You can avoid probate and certain taxes, but depending on the type of trust you may not be able to access the assets placed in it.
  • Types of Trusts: You can set a Revocable or Irrevocable Trust or a Special Needs Trusts which can be First Party or Third Party. You can also create a Bloodline trust. It will all depend on your unique situation which you'll be able to share with us during the webinar.
  • What is the role of a TRUSTEE: Selecting the person who manages the trust is CRUCIAL, and you'll learn the characteristics this person should fulfill.
  • If you already have a Will, Should you get a Trust?

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