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Why You Can't Trust Your Trust


Adult Enrichment / Financial Mastery -
Winter/Spring 25

The Trust is a prevalent component and tool to be used in estate planning. However, there are various vastly different Trust options, and the question arises: “Am I using the right Trust for my needs and goals?” Often used Trusts include living Trusts, Testamentary Trusts, and Irrevocable Trusts; each serves a different purpose, and each has a different result. One common problem that often needs addressing is the over-utilization of the Living Trust for goals or problems that it does not resolve. For example, a Living Trust probably doesn’t protect your assets against Medicaid and the nursing home. The Irrevocable Trust and the Testamentary Trust  have their strengths and weaknesses. Define the strengths and weaknesses of each type of Trust and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts. Steve Ledin


Instructors

Steve Ledin

Steve is the founding member of Ledin Law PLLC, a small business and estate planning focused law firm based in the East metro area. Steve practices extensively in the areas of estate planning and corporate transactional law. His services in estate planning cover a wide spectrum of clients varying in estate size, value, and complexity from young couples starting a life together, up to large well-established estates of significant value and complexity. In the transactional business area, he provides services on a wide variety of legal matters including business formation; mergers and acquisitions; buy-sell agreements; contract review and negotiation, real estate purchasing/leasing; and business succession.


Rick C Peterson

Rick Peterson is a Financial Advisor with Principal Financial Group

 March 2025 
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AEFM5

  Steve Ledin , Rick C Peterson


Glad - Gladstone CC : 105
Tuesday, Mar 25
10:30 AM - 12:00 PM

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$ 19.00
per individual/couple