Loading Events

« All Events

  • This event has passed.

Lunch & Learn: Trust Planning – Dennis Pines Golf Club

March 7, 2019 @ 11:30 am - 12:30 pm

Lunch & Learn: Trust Planning

As part of a well-crafted estate plan, a trust can address many issues, depending on the trsut language. If you are contemplating how to ensure the preservation and protection of your assets, please join us at this FREE educational event!

You will learn about two types of trusts: revocable and irrevocable and more detail about how trusts can be used to achieve the following goals:

  1. Reduce taxes
  2. Protect minor children
  3. Protect your adult children’s inheritance from divorce, creditorsm lawsuits, etc.
  4. Preserve your adult children’s inheritance from mismanagementdue to mental health, drug abuse or other concerns
  5. Safeguard the benefits f loved ones with Special Needs
  6. Keep your assets in the family
  7. Avoid the cost, delay, and publicity of probate
  8. Provide money management and government benefit eligibilty for those with Special Needs
  9. Provide grandchildren benefits of continued income growthon your retirement accounts
  10. Choose who will manage your estateif you become incapacitated or die

Event is sponsored by Everleigh, Cape Cod’s new 55+ Luxury Living Residences

Event will be held at:

Dennis Pines Golf Course

50 Golf Course Road

East Dennis, MA 02641


March 7, 2019
11:30 am - 12:30 pm
Event Category:


Surprenant & Beneski, PC


Dennis Pines Golf Course
50 Golf Course Road
East Dennis, MA 02641 United States
+ Google Map