Description

This session will focus on the non tax advantages and tax advantages of using a trust in planning ones estate.

Learning Objectives:

1. Determine what type of trust may be necessary for a clients tax and non tax objectives to be achieved.
   
2. Learn how trusts can help avoid delay, save costs and provide security to a client's family.

Speaker(s):

• Missia H. Vaselaney, JD, (inactive) CPA, Attorney, Taft Stettinius & Hollister, LLP