Advanced Trust Planning
Presented by Vogel Law Firm
This program will delve deeper into trust planning and the ways to protect your assets while providing benefits to named beneficiaries. We will also address in more detail the benefits of including charitable organizations as your beneficiaries. This program will include real life examples of trust planning in action and will also include ideas about how to address the unknown future needs of your beneficiaries including supplemental needs trusts, addictive behavior treatment for beneficiaries, and more.
DATE: Wednesday, October 21, 2015
TIME: 4:00 p.m. and 6:30 p.m. (repeat sessions)
WHERE: CHI St. Alexius Health’s Boniface Auditorium
(Please use the East Patient Entrance located at Rosser Avenue and 10th St.)
RSVP by Monday, October 19 by calling 530-7700 or (800) 843-9628.