Women's Financial Planning Institute Series: Trusts, Trusts, Trusts . . . More on Everything You Need to Know But Were Afraid to Ask: The Whys and Wherefores April 3, 2008
New York City, New York
You are cordially invited to attend our 2007 – 2008 Women and Money series of financial-education seminars. This series provides women with even more opportunities for in-depth discussions. The Financial Planning Institute continues to feature leading experts and exclusive venues conducive to an intimate and informative dialogue.
This series consists of eight sessions. The cost to attend the remaining sessions is $60 per person. Please see our full listing of seminars below.
For more information or to respond, contact Carrie Miller at 1.212.836.1531.
Topic: Trusts, Trusts, Trusts . . . More on Everything You Need to Know But Were Afraid to Ask: The Whys and Wherefores
Date: Thursday, April 3, 2008
This session will explore different types of trusts — revocable and irrevocable — and explain why they're used and what they accomplish. The discussion will cover Living Trusts, Credit Shelter Trusts, QTIP Trusts for surviving spouses, Qualified Personal Residence Trusts, Insurance Trusts, and more. The session will help you understand what you may have already encountered, and what may make sense for you.
Guest Speaker:
Blanche Lark Christerson, Esq., Managing Director, Deutsche Bank Private Wealth Management
Added by jewishny on January 18, 2008