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 Mark Laird is a Partner at Cooper, Adel, Vu & Associates. He joined the statewide estate planning and elder law practice in the Healthcare Planning area in 2017. Today, Mark assists clients with developing and executing their estate plans. Mark is committed to working closely with our clients to make the planning process easy to understand and effective in meeting their goals. Mark completed a Bachelor’s Degree in Finance and Business Operations from Ohio University. He received his Juris Doctor from the University of Pittsburgh School of Law. Mark is originally from Lewis Center, Ohio.
About Your Host
Partner
Attorney at Law
Mark Laird
Free Estate Planning Seminar with
Cooper, Adel, Vu
Join us to learn about these topics and more at our live seminar held in New Bremen, 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 New Bremen, OH
on Thursday, September 10th at 1:00 PM
American Legion Post 241
6458 State Route 66, New Bremen, OH 45869
YOUR HOST
Mark Laird
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
with Attorney at Law Mark Laird
*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.
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