How Do I Know If I Need A Trust?

  • Date : July 30, 2015

  • Time : 6:30 pm – 7:30 pm

  • Location : Online

RSVP and dial-in info :

We’ve all heard the phrase “set up a trust,” but do you know if it is the right planning tool for your family?

A trust is a powerful structure that can protect your assets and give you peace of mind. But it is not for everyone.

In this teleseminar, Michael Feinfeld, Esq., will debunk the myths surrounding the use of trusts in personal asset management.

You’ll want to dial in to this teleseminar if you are:

  • The owner of a life insurance policy.
  • A retired couple, single elderly adult or a child of elderly parents, with a family home and no long term care policy.
  • A single person or married couple who owns real property in more than one state.
  • A single person with assets worth more than $5.36 million, or a married couple with assets over $10.68 million.
  • A child of a disabled adult, or a parent of a disabled child, interested in planning for their needs.

Based on concrete examples and current laws, Michael will explain how setting up a trust might save you money. He will also open up the line for some questions and answers.

Whether you already have a trust or are just thinking about setting it up, the information in this teleseminar will help you do it right.

Michael Feinfeld, Esq., is Counsel in the Trusts and Estates department of Volkova Law Group PLLC, a Manhattan law firm serving the legal needs of families and business owners. Michael concentrates on estate and tax planning of multi-generational families.

Michael is a graduate of Benjamin Cardozo School of Law (J.D., 2005) and holds his M.A. in Religion from the University of Chicago Divinity School and a B.A. in Religion from the University of Rochester’s chapter. Prior to joining the Volkova Law Group, Michael was at The Law Offices of Frederick M. Sembler, PLLC, where he remains Of Counsel, Jankoff & Gabe, P.C., and Capell Barnett Matalon & Schoenfeld, LLP.

Share Button