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 Nathan Simpson is a Partner at Cooper, Adel, Vu & Associates.  Nathan is a member of the firm’s Estate Planning and Healthcare Planning teams. Nathan especially enjoys meeting with families with special needs children to plan their estates to preserve assets for their future needs. Nathan has a personal mission to inform seniors, who are often unaware, about benefits that may be available to help them pay for long term health care, and to determine how they can legally obtain benefits at the earliest point possible with full disclosure. Nathan meets with Healthcare Planning and Trust clients in our Anderson Township, Monroe, and Sidney offices.


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About Your Host

Partner

Attorney at Law

Nathan Simpson

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 Ada, Ohio.

Those attending will receive a complementary 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.