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Do I Need a Trust?

November 9, 2022
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Trusts can provide both tax and non-tax benefits to you and your family, but do you know how? Join our FORVIS Private Client advisors as they share how to navigate the often-intimidating world of trusts and break down the important role trusts can play in a comprehensive estate, tax, and financial plan designed to help you and your family achieve your goals and aspirations.

Learning Objectives

Upon completion of this program, participants will be able to: 

  • Identify the basic types of trusts
  • Recognize the most common types of trusts
  • Explain the tax and non-tax benefits of trusts


Rachel Arendt, Krystal Creach, Shari Hoffman, Patricia Perron

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