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
Attorney Mitchell (Mitch) Adel is the managing partner of Cooper, Adel, Vu & Associates. Mitch’s close relationship with his extended family has given him a deep appreciation for the issues we all face as we age. He is passionate about finding solutions that protect and preserve the wealth of his clients and for those they leave behind. Mitch has a mission to educate seniors and their families about elder law issues which he does through weekly educational seminars throughout Ohio and by contributing to publications such as USA Today, Forbes Magazine, Consumer Reports, Yahoo Finance, the Cincinnati Enquirer and Columbus Business First.
About Your Host
Managing Partner
Certified Elder Law Attorney*
Mitch Adel
Free Estate Planning Seminar with
Cooper, Adel, Vu
Join us to learn about these topics and more at our live seminar held in Gahanna, 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 Gahanna, OH
on Wednesday, September 16th at 1:00 PM
Gahanna Sanctuary
82 North High Street, Gahanna, OH 43230
YOUR HOST
Mitch Adel
Managing Partner
Certified Elder Law Attorney*
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
Privacy Policy & Terms of Use
This is not a part of Facebook and is not endorsed by Facebook Inc. Providing your phone number allows us to confirm reservations and text a reminder. Messaging & data rates may apply.
with Certified Elder Law Attorney* Mitch Adel
*Dually certified by the National Elder Law Foundation as a Certified Elder Law Attorney and the Ohio State Bar Association as a Specialist in the Area of Elder Law.
*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.