The In-Laws and the Outlaws: Irrevocable Trusts, Discretion and Beneficiary Rights

You would hope that your beneficiaries act with financial discipline when you pass away, but that's not always the case. In this presentation, we will examine discretionary language in trusts that can provide your beneficiaries protection from creditors, divorce and poor financial decisions. We will also cover the basic rights beneficiaries are allowed under the law.
Purpose: Learn about trusts, discretion and beneficiary rights
Facilitators: Dennis Landfried, Billie Porter, Joe Cleveland (Guest Presenters - FineMark Bank)