May

Leveraging Irrevocable Trust Planning with Banking Solutions

Date: May 22, 2019 at 11:00 AM CST

Register Here

June

A Deep Dive into Residence Trusts, Learn from the Pros!

Date: Wednesday, June 12, 2019 @ 11:00 AM CST

Presenters: Mark Munson, CELA, CAP and Maureen Lester, Esq.

What We’ll Cover: 

• The Risks of Retaining an Occupancy Right, How to Fix That

• Why Creditor Protection is as Important as Medicaid Qualification

• How to Use Residence Trusts for VA Pension Crisis Planning

Register Here