This session will help you understand how to get started with trusts—what they are and how they can help in different situations. We can discuss: “Which is more complicated? Wills, taxes, investments, or family dynamics?” In reality, each is a key factor in how you set up a trust that is right for your unique circumstances.

The presentation will run approximately one hour, followed by informal discussions accompanied by beverages and appetizers.

This D.S. Baker University presentation is by invitation only. Please contact your D.S. Baker Advisor if you would like to attend.