Trusts & Estate Planning 101: Just The Facts

THURSDAY, September 13, 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