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Trusts in Action: Strategies for Estate and Medicaid Planning

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Tuesday, September 16 at 1:00 PM

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Location:

Port Jefferson Free Library

Meeting Room

100 Thompson St

Port Jefferson, NY 11777

Join us for an informative seminar on the power of trusts in Estate and Medicaid planning. Learn how trusts can safeguard your assets, minimize taxes, and ensure your loved ones are cared for according to your wishes.

We will guide you through:

  • Different types of trusts and their purposes
  • Strategies to protect assets while qualifying for Medicaid and tips to avoid common pitfalls and ensure your estate plan works for you.