Trusts & Estate Planning 101 – Just the Facts!

A Free Seminar

Tuesday, May 15th, 2018

10:30 AM

Hampton Inn & Suites

1565 Oppossumtown Pike

Frederick, MD 21702 

Highlights Include:

• The most important documents that everyone needs
• Planning to plan – when should you begin
• Types of Trusts and when should a Trust be used (or when it doesn’t make sense)
• The difference between Revocable and Irrevocable Trusts
• Using a Special Needs Trust and Supplemental Needs Trusts
• How a Trust can reduce taxes

Seating is Limited! Please RSVP!

by calling our office at (301) 663-9230

or email kristin@davidwingate.com

  Practice Areas

• Wealth Preservation Planning
• Estate Planning
• Medicaid Eligibility