The rules on Transfer on Death, Payable on Death, Survivorship Designations, and Beneficiary Designations are complicated and widely misunderstood. Attend this free 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…
Edward A. Brown, “Ted”, is a Partner with Cooper, Adel, Vu & Associates. He became interested in elder law as a result of his personal experience acting as the executor for his grandfather’s estate. Ted joined the firm to translate the lessons he learned from this difficult experience into action by assisting his clients through the trust and estate planning process. Attorney Brown works closely with the firm’s senior team to develop estate planning strategies designed to protect and preserve the assets of Ohio families. Having previously led the firm’s estate and probate administration team, Ted is now a partner focusing on the firm's healthcare and tax planning team. He regularly works with clients who have family farms or businesses to develop a comprehensive strategy to incorporate those entities into their estate and asset protection plan.
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About Your Host
Partner
Attorney at Law
Ted Brown
Attend this free, live Estate Planning & Asset Protection seminar in Lucasville, Ohio with
Attorney at Law Ted Brown
Join us to learn about these topics and more at our live seminar held in Lucasville, 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.
