Seasoned estate planning attorney and Hope Connections board member, Gary D. Altman, will lead an informative discussion on estate planning, trusts, charitable giving, and much more!
Topics Include:
- What is a trust? Is it right for you or your heirs?
- How and when to work with an estate planning attorney?
- How is the most efficient way to do charitable giving? Should I use a CRT, or a donor advised fund?
- When is it appropriate to review your estate plan? How often do laws change?
- Available to answer any questions you may have.