CEU: Speaker Margie Karl talks about trusts - St. Augustine Health Ministries
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CEU: Speaker Margie Karl talks about trusts

October 26

Attorney Margie Karl will speak about trusts. This is a CEU for social workers and nurses to be able to gain insight into different types of trusts for different purposes to help clients understand which one to pick. Topics covered include:

  • The classification of trusts by purpose, such as goals to avoid probate, to minimize estate taxes, or to make sure heirs receive as much money as possible as fast as possible
  • The difference between living vs. testamentary trusts; irrevocable vs. revocable trusts

Register by calling (440) 777-9300.

Time is to be determined.

Details

Date:
October 26
Event Category:

Venue

Emerald Village Senior Living
30344 Lorain Road
North Olmsted, OH 44070 United States
Phone:
440-777-9300