Webinar Replay

Estate Planning
Baby Boomer's Guide to Trusts
86% Rating
Harry MargolisGuest Expert: Harry S. Margolis, Esq., Margolis Bloom & D’Agostino

Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals. But with some many types of trust, they can be difficult to understand ...

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Discussions & Comments

Missy Davis 3 years 5 months ago
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.
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.

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Trusts are the Swiss army knife of estate planning-they are versatile tools that can be used to achieve many different goals. But with some many types of trust, they can be difficult to understand how they work. This webinar features elder law and estate planning expert Harry S. Margolis, author of The Baby Boomers Guide to Trusts: