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Nuts & Bolts of Trust & Estate Planning – Virginia Beach

June 14 @ 5:30 pm - 7:00 pm

This seminar is a must-attend for anyone (whether married, single, or a surviving spouse) whose estate plan has not been reviewed since 2012.

YOU should attend if:

  • You want to make sure your plan is up to date based on current tax law.
  • You want to learn if estate tax planning is still appropriate for your family.
  • You want to learn if your will or trust provides for disability and death.
  • You want to learn about funding your Revocable Living Trust to be sure the trust will work properly.

What we will discuss:

  • How to simplify your estate plan in light of current tax law.
  • How your existing trust may affect capital gains taxes for your beneficiaries.
  • How an A/B Trust Tax Plan is administered, and why this type of trust may not be the most administratively simple and tax-efficient option given recent legal changes.
  • Estate planning for Retirement Plans and how recent law changes impact the way your heirs inherit them.
  • How you can protect your heirs’ inheritance from creditors and bad marriages.
  • Maximizing total control of your property.

Seminar is free but registration is requested. Seating is limited at each session.

Presented by Kenneth A. Dodl and Beth Ann Lawson.

Virginia Beach

West Neck Village Hall
2580 Signature Drive
Virginia Beach, VA 23456

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Details

Date:
June 14
Time:
5:30 pm - 7:00 pm
Event Categories:
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Organizer

Lawson & Dodl

Venue

Virginia Beach Area
Virginia Beach, VA United States + Google Map