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Nuts & Bolts II

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Nuts & Bolts II

May 11 @ 6:00 pm - 8:00 pm

During this webinar, we will discuss how Trustees make distributions to beneficiaries after the Trustmaker’s death, the process of setting up a beneficiary’s Legacy Trust, how income taxes affect Trust taxes after death, how to get the most out of Trust assets for beneficiaries, tough decisions that may have to be made as Trustee, and more.

 

To register, please fill out the form below or contact Christine Frenette via email cfrenette@legacycounsellors.com or phone (413) 203-6520.

 

Deadline to register is May 10, 2023

Event Registration - Clients

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(Zoom link will be created and sent the morning of the webinar)

Details

Date:
May 11
Time:
6:00 pm - 8:00 pm
Event Category: