Harris Beach partner Judy Wagner, member of the Wills, Trusts, and Estates team, will present, “Everything you need to know about trusts and estate planning,” during a webinar presented by Compound Planning. A description of the session is below:
Tim Hamilton will be joined by Lance Lehman, Senior Wealth Advisor at Compound Planning, and special guest, Judy N. Cuzzacrea Wagner, Estate Planning Attorney at Harris Beach PLLC, for a Compound Conversation about trusts and the role they play in wealth and estate planning.
This is the perfect opportunity for individuals, families, and professionals to:
- Understand how trusts can benefit estates of any size (not just large ones!).
- Learn the process of creating and funding a trust.
- Discover the roles involved in trust management and administration.
- Explore different types of trusts and their specific applications.
- Determine if establishing a trust is the right step for you and your loved ones.
You don’t want to miss this chance to learn how to navigate the complexities of trusts and estate planning.