Wednesday, June 11, 2025 at 1 PM

Join us for an informative virtual event hosted by Shelter Island Public Library to learn about 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.