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 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 and Monroe offices.
About Your Host
Partner
Attorney at Law
Nathan Simpson
Free Estate Planning Seminar with
Cooper, Adel, Vu
Join us to learn about these topics and more at our live seminar held in Blanchester, 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 Blanchester, OH
on Thursday, September 3rd at 1:00 PM
Blanchester Public Library
110 North Broadway, Blanchester, OH 45107
YOUR HOST
Nathan Simpson
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
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with Attorney Nathan Simpson
Cooper, Adel, Vu & Associates LPA is now also serving the state of Kentucky with services provided by Partner Nathan Simpson, Esq.
*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.