View a video of this program.
Weds, Jan 12, 7:00 pm – Trusts are the Swiss army knife of estate planning— they are versatile tools that can be used to achieve many different goals. But few non-professionals understand how they work.
Join elder law and estate planning expert Harry S. Margolis as he shares from his latest book, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool, which answers the many questions trust grantors, beneficiaries and trustees have, including:
- What distributions can you or must you make?
- How is the trust taxed?
- What fees may the trustee charge?
- Who has a right to accounts?
- How can a trust help you meet your tax, asset protection, and long-term care planning goals?
Featuring practical advice and easy-to-follow examples gleaned from the author’s 30-plus years of experience in elder law and estate planning and questions posed by consumers on his website, AskHarry.info, The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool will help you know when to use a trust in your estate planning, how to manage it as trustees, and your rights as a beneficiary.
REGISTER for the Zoom link: https://tinyurl.com/wfpl-trusts
About Harry S. Margolis
A passionate advocate for seniors, individuals with special needs and their families, Harry S. Margolis has been practicing elder law and estate planning for more than 30 years. Through his initial firm, ElderLawServices, and his current firm Margolis & Bloom, he has helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and secure the futures of their children and grandchildren.
Harry edited The ElderLaw Report, a monthly newsletter for attorneys, for three decades. He has been selected as a Fellow of both the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel, has been named a “Super Lawyer” since 2005, and has been recognized as one of the top 100 attorneys in New England.
The founder of the websites elderlawanswers.com and specialneedsanswers.com, Harry recently began answering consumer questions online at askharry.info, demonstrating his commitment to empowering everyday people with the knowledge they need to achieve the best legal solutions. He has served as an elected town meeting member in Brookline, Mass, and on the town’s bicycle advisory committee. Mr. Margolis resides in Brookline with his wife, college-age twins (when they’re home) and dog of uncertain breed. He loves biking and traveling, both in the US and abroad.