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?