Trust Funding Workshop

Type: seminar Date: January 30 Time: 01:30 PM - 03:00 PM Venue: The Potter Law Firm, 11330 Vanstory Drive, Huntersville, NC 28078, Huntersville,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:The Potter Law Firm DESCRIPTION:As part of our commitment to help keep you informed on estate planning matters, we are hosing a Client Workshop on Funding Your Trust. If you have assets you have not yet retitled into your Living Trust, don’t miss this opportunity to learn how to transfer those assets and the importance of assuring your assets […] ADDRESS:11330 Vanstory Drive, Huntersville, NC 28078 DTSTART:20190130T133000 DTEND:20190130T150000 URL;VALUE=URI:https://www.potterestateplanning.com/seminars/trust-funding-workshop/ SUMMARY:Trust Funding Workshop LOCATION:The Potter Law Firm, 11330 Vanstory Drive, Huntersville, NC 28078, Huntersville, PHONE: DTSTAMP:20220128T194953 UID:61f448e1f2da5 END:VEVENT END:VCALENDAR
      Trust Funding Workshop.ics
As part of our commitment to help keep you informed on estate planning matters, we are hosing a Client Workshop on Funding Your Trust. If you have assets you have not yet retitled into your Living Trust, don't miss this opportunity to learn how to transfer those assets and the importance of assuring your assets are properly funded to your Trust. We will discuss"
  • How and Why to fund your Trust
  • Concerns about retirement account beneficiary designations
  • Vehicles, Timeshares, LLCs
We will also answer your funding questions. To attend this event contact Robin at (704) 944-3245 or by email at Robin@CarolinaEstateLaw.com This event is open to Clients of The Potter Law Firm and their guests. Seating is limited so reserve your spot today!  

Event Seats Quota is Full