Do I Need a Trust?
November 9, 2022
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
Presenters
Rachel Arendt, Krystal Creach, Shari Hoffman, Patricia Perron