ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK

CNY Estate Planning Monthly Meeting:   Creditors, Predators and Modern Asset Protection Planning

August 10th at Noon, Hybrid at Central New York Community Foundation

Speakers:

Dolly Donnelly, Director of Wealth Strategies - Wilmington Trust Emerald Fimily Office & Advisory

Jeff Wolken, National Director - Delaware Trust Planning

Topic:  "Asset protection planning" is now a common estate planning and asset management goal for our clients.  This program is designed to help you account for creditors and predators as part of the planning process.  In this program, you will hear about modern asset protection tools including liability insurance, joint ownership of assets, retirement accounts, life insurance, asset ownership via an entity (LLC/LP) and asset protection trusts.  In addition, the program will cover the pros and cons of the various tools, appropriate circumstances under which to deploy these tools, and how creditors may attack them to satisfy their claims.

Food: We will have catering from Boulangerie Cafe.

Zoom:

Join Zoom Meeting

https://cnycf-org.zoom.us/j/96213148428?pwd=cnBBQmRIdmsxS2trQXhiVTRBNmgxZz09

Meeting ID: 962 1314 8428

Passcode: 107613