Parents and grandparents have many choices when choosing the best way to provide financial security for and transfer property to the minor children in their lives. In this class, Chris Scolari will discuss the benefits and drawbacks of using trusts to preserve wealth and transfer assets to children under age 21, including concerns related to funding and management of a trust, tax benefits of a trust-based estate plan, and ways a trust can incentivize education and support children throughout their lives.
This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at email@example.com
***This event will be held via Zoom – RSVPs will receive an email with the Meeting ID***