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!

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
• Common planning mistakes that cause unnecessary taxes for you and your heirs
• The essential legal documents everyone should have and why
• And much more…

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.

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About Your Host

Partner

Attorney at Law

Mark Laird

FREE Live Estate Planning Seminar with Cooper, Adel, Vu

 one of only a handful of Ohio law firms with THREE CERTIFIED ELDER LAW ATTORNEYS

Join us to learn about these topics and more at our live seminar held in Bluffton, 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.