Broker Check
18 Nov
Webinar: A Guide to Trusts

Description

Prepare for the future by drafting an estate plan. Learn about different types of trusts, how they work, and consider what is important to you when selecting a trustee.

Join us for a complimentary webinar, presented by Tamara Pataky Kidd, Vice President and Senior Trust Officer at Members Trust Company. The session will focus on how a trust can fit in to your overall financial plan and will include:

  • How a Revocable Living Trust works
  • How to select a Trustee and what they do
  • Benefits of designating a Corporate Trustee

Thursday, November 18th at 1 p.m. PST.

Register here:

https://attendee.gotowebinar.com/register/8740657162834116621

Members Trust Company is a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency and are subject to investment risks, including possible loss of the principal amount invested. This page is provided for informational purposes only and is not intended to provide legal or tax advice. For legal or tax advice, please consult an attorney and/or accountant. A licensed attorney in your state of residence is needed to draw up a trust. A Kinecta Wealth Management or Members Trust Company representative can provide references to qualified estate planning attorneys. Legal services are not offered or endorsed by Kinecta Wealth Management, Members Trust Company or LPL Financial. Members Trust Company is not affiliated with Kinecta Wealth Management or LPL Financial. You are under no obligation to use the services of Members Trust Company and may choose any qualified professional to provide trust services. You are under no obligation to use the services of Members Trust Company and may choose any qualified professional to provide trust services.

Date and Time

Thu, Nov 18, 2021

1:00p - 2:00p PST

Location

Online

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