The rules on Transfer on Death, Payable on Death, Survivorship Designations, and Beneficiary Designations are complicated and widely misunderstood.
Attend this seminar where you will learn how to best utilize them in your estate plan and how to avoid common costly mistakes!
Seminar Topics Will Include:
- The pros and cons of beneficiary designations
- The pros and cons of Trusts
- The costly mistakes people make when trying to avoid probate
Lauren Cooper is a Partner with Cooper, Adel, Vu & Associates. She joined the firm as an associate attorney on the Trust Team in 2014. However, she already had over a decade of experience with the firm as a legal assistant after college and during law school. Her experience with the firm, and her hands-on experience living in an extended family, were key to her decision to attend law school. Lauren spent two years assisting our clients and their families when a loved one passes away in settling their estate. These days, Lauren works mainly with our Trust clients to design a plan, to understand how it works and to maintain it throughout their lives so that it is easier for their families.
About Your Host
Partner
Attorney at Law
Lauren Cooper
Free Estate Planning Seminar with
Cooper, Adel, Vu
Join us to learn about these topics and more at our live seminar held in Richfield, Ohio.
Those attending will receive a complimentary copy of "Attorneys Answer 101 Questions About Estate Planning & Trusts”.
Register now! Seating is limited by room size and the seating policy of the venue.
Transfer on Death Vs. Trusts
An Educational Estate Planning Seminar
Attend this FREE seminar in Richfield, Ohio
on Thursday, September 17th at 1:00 PM
Quality Inn & Suites
4742 Brecksville Road, Richfield, OH 44286
YOUR HOST
Lauren Cooper
Partner
Attorney At Law
THREE CERTIFIED
ELDER LAW ATTORNEYS*
One of only a handful of Ohio law firms with:
- Common planning mistakes that cause unnecessary taxes for you and your heirs
- The essential legal documents everyone should have and why
- And much more...
What Past Attendees Have Said About Our Seminars...
"We attended several "Trust and Wills" seminars ... The sessions are OUTSTANDING!!!"
— Barbara C.
Source: Google Review
"I went into their seminar with moderate expectations. What I found was ... some of the best information I've heard recently."
— Jeff T.
Source: Google Review
"We were so thankful that we decided to go to that first seminar. We really didn’t realize how much we did not know about planning our estate."
— Robbie
Source: Birdeye Review
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with Attorney Lauren Cooper
*We are one of only a handful of law firms in Ohio with three attorneys—Attorney Thom Cooper, Attorney Mitch Adel, and Attorney Dan Vu—who are dually certified by the National Elder Law Foundation as Certified Elder Law Attorneys (CELAs) and by the Ohio State Bar Association as Specialists in the Area of Elder Law.