Webinar Replay

Baby Boomer's Guide to Trusts
Guest Expert: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino
Date:
Attendee's Excellent Rating: 86%
Webinar Replay Description

Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals.

Attendees Comments:

Missy Davis
A few comments from listeners:
Lots of bullet points-can't wait to get his book!
- Paul P.

Thanks for clarifying a strategy for beneficiary to view a trust.
- Rosemary R.

I learned more about important considerations for trustees.
- David W.

I enjoyed the topic, speaker and education provided. Well done!
- Joseph D.
Comments
A few comments from listeners:
Lots of bullet points-can't wait to get his book!
- Paul P.

Thanks for clarifying a strategy for beneficiary to view a trust.
- Rosemary R.

I learned more about important considerations for trustees.
- David W.

I enjoyed the topic, speaker and education provided. Well done!
- Joseph D.
01.10.2023 - Trusts
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