Meeting Times

• Monday 6:00 PM - 7:00 PM

Description

What is a trust, and how can it benefit you? In this program, Attorney Brendan Daly will explain how the different trusts work and clarify when using a trust may, or may not, be appropriate. He will also discuss the benefits of trusts including how they can be used to minimize or avoid taxes, safeguard assets from potential ex-spouses and creditors, preserve public benefits for loved ones, support beneficiaries with a disability or special needs, and if you can actually avoid probate.

 Whether you're new to trusts or have some understanding of them, our goal is to ensure you leave with a comprehensive understanding of how these valuable planning tools can work to your advantage. Following the class, every participant will receive an informational booklet about trusts crafted by our estate planning and elder law firm.

Additional Notes

Cancellations & Refund Policy:

• Vernon Regional Adult Based and Continuing Education reserves the right to make necessary changes, including limiting course enrollment or canceling courses due to insufficient enrollment. If a course is canceled for this reason, registered students will be notified and fully refunded.  

• Class sessions may be rescheduled due to unforeseen school closures, COVID-related issues, inclement weather, or teacher absences. Refunds or credits will not be provided to students who are unable to attend rescheduled make-up classes.

• Students assume all risk of changes in their personal schedules. Absence from the class does not reduce the cost of operating our programs, therefore there is no prorating of cost. For this reason student absence does not result in a refund, tuition credit or make-up session.