Wills & Trusts: Legacy Wealth Planning Seminar

from Pamela H Potter

Traditional estate planning has focused primarily on the estate tax and probate. This estate planning seminar will discuss the current issues surrounding the estate tax and probate in Charlotte, North Carolina, and nationally, but it will also focus on issues that are commonly overlooked but are often critical to leaving a positive legacy, including what happens if you become disabled; asset protection for spouses and children; protecting against long-term care costs, including nursing home expenses; and providing for beneficiaries with special needs. We will talk in particular about the relative advantages and disadvantages of estate planning using wills and revocable living trusts.

If you are a South Carolina resident, we are happy to refer you to an attorney in South Carolina. Please give us a call at 704-944-3245 for more information. (from )

  • This event has passed.
    October 26, 2017 from 7:00 to 8:30 pm
    October 26, 2017 07:00 to October 26, 2017 08:30
  • Hampton Inn & Suites by Hilton Charlotte-Ballantyne
    11935 North Community House Road, Charlotte, NC
  • Contact Pamela H Potter for more information
    606-324-5516
35.0667693
-80.8385962
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