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Trusts in Action: Strategies for Estate and Medicaid Planning

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Wednesday, March 19 at 6:00 PM

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Location:
Montauk Library
871 Montauk Highway
Montauk, NY 11954

Join Nancy Burner, Esq. 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. Nancy will guide you through:

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

Email to Register: [email protected]

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Register

Fill out the form below or you can also register by calling 631-941-3434 or by emailing [email protected].