Why Almost Everyone Should Have a Living Trust As Part Of Their Estate Plan

Tuesday March 12, 2019 12:00 pm
12 Waltham Street, Lexington, MA 02421

Thank you for joining us for our March event,  Why Almost Everyone Should Have a Living Trust As Part Of Their Estate Plan. Attorney Jennifer Lo, our host for the event, discussed the basics of estate planning. What does it really mean when someone says “estate plan”?  What is the difference between a probate and non-probate asset?  How do trusts play an integral role in an estate plan to save estate taxes, streamline asset management, provide flexibility, and provide creditor protection for beneficiaries?

Jennifer Lo practices primarily in the areas of estate planning, estate and trust administration, elder law, charitable planned giving, taxation, business formation, and non-profit law. Her estate planning practice consists of working with individuals and families to develop and implement estate plans to meet each client’s dispositional goals while minimizing estate taxes. As part of this practice, Jennifer advises clients on long-term care planning for elders and special needs trust planning for parents of children with disabilities, including nursing home care financing and Medicaid eligibility. Her estate and trust administration practice consists of representing and advising fiduciaries in all aspects of the probate process and assisting fiduciaries in satisfying their obligations and duties to beneficiaries and the court. Jennifer also represents beneficiaries in disputes with fiduciaries in various estate and trust matters.

Please enjoy our podcast interview and takeaways for this event.

EWS- March 2019 Takeaways

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