You’ve heard that you should avoid probate, but do you really know how? Attend this comprehensive educational seminar to learn about…

Topics Will Include:

  • Why Wills go through probate
  • The best practices to avoid probate
  • How to ensure EVERYTHING avoids Probate Court
  • The pros and cons of Transfer on Death (TOD) and Payable on Death (POD) designations
  • The pros and cons of Trusts
  • The different types of Trusts available
  • The costly mistakes people make that cause unnecessary taxes
  • The essential legal documents everyone should have and why
  • Updated estate planning and tax rule changes everyone should know
  • … 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

Find out at our live seminar how trusts and other strategies can save you taxes, avoid probate and deal with family problems.

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

Cooper, Adel, Vu & Associates LPA is now also serving the state of Kentucky with services provided by Partner Nathan Simpson, Esq.

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