WEBINAR: Understanding the Uses & Purposes of Irrevocable Trusts

Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications, few clients really understand the potential power and application of these estate planning, asset protection planning, tax planning, special needs planning, elder care planning, and charitable planning tools.   Join BWFA and Steve Elville, Esq. for an interactive discussion and overview of the most utilized irrevocable trusts and their potential uses and purposes in 2023.     Webinar Wednesday, October 18, 2023 from 11:45 AM to 1:00 PM EDT TOPICS WILL INCLUDE: Why should clients care about irrevocable trusts in 2023? What are the most known and available irrevocable trusts in 2023? Uses and objectives in irrevocable trust planning Differences between revocable and irrevocable trusts Taxation of irrevocable trusts – a brief overview The continuing need for flexibility – new plans versus older plans I can’t make it PRESENTERS: TOWNSEND HORNOR, JR. |  CEPS M anaging Director, Wealth Management & Executive Manager , BWFA STEPHEN R. ELVILLE, ESQ. Managing Principal & Lead Attorney, Elville and Associates We hope you can join us! Sincerely, Robert Carpenter President and CEO BWFA is a Fee-Only/Fiduciary Advisor. For questions or help registering please contact, Cortney Caronna | Marketing Associate | BWFA |  emailus@bwfa.com | 410-461-3900 BWFA is proud to offer several webinars every week on a variety of financial topics as well as lifestyle and wellness topics. Webinars are complimentary and are easily accessed through Zoom. Feel free to forward this email to your friends and family who may be interested as well, they can virtually participate from anywhere in the world! Additionally, if you’d like to schedule a complimentary consultation via phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.   View and signup for Upcoming Webinars at the link below.           CONNECT WITH US

BWFA, 5950 Symphony Woods Rd., Ste. 600, Columbia, MD 21044 SafeUnsubscribe™ {recipient’s email} Update Profile |  Customer Contact Data Notice Sent by emailus@bwfa.com powered by Try email marketing for free today!

THIS IS A TEST EMAIL ONLY.
This email was sent by the author for the sole purpose of testing a draft message. If you believe you have received the message in error, please contact the author by replying to this message. Constant Contact takes reports of abuse very seriously. If you wish to report abuse, please forward this message to abuse@constantcontact.com.