Virtual Event - Trusts in Action: Strategies for Estate and Medicaid Planning - 27 East

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Virtual Event - Trusts in Action: Strategies for Estate and Medicaid Planning

Description:

Join us for an informative virtual event hosted by our friends at the Shelter Island Public Library on the power of trusts in Estate and Medicaid planning.

Learn how trusts can safeguard your assets, minimize taxes, and ensure your loved ones are cared for according to your wishes.

We will guide you through: Different types of trusts and their purposes, strategies to protect assets while qualifying for Medicaid and tips to avoid common pitfalls and ensure your estate plan works for you.

Register with the Shelter Island Public Library at 631-749-0042 or by email at info@shelterislandpubliclibrary.org

When:

Wed, Jun 11, 2025 1:00 PM to 2:00 PM

Where:

  • Zoom
  • Shelter Island Public Library, North Ferry Road, Shelter Island, NY, USA

Contact & Registration