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Estate Planning 102: Trusts

Presented By: Lindsey Sarowitz, Esquire, on behalf of National Institute of Transition Planning, Inc. (NITP).  Since 1984, NITP has provided high-quality benefits, financial planning and pre-retirement training to Federal employees at all career stages.

About the webinar

Testamentary trusts can be created in a Last Will and Testament or a Revocable Living Trust.  A testamentary trust for minors is necessary if you have minor children because minors cannot inherit property outright. In this webinar, Lindsey Sarowitz, Esquire, on behalf of National Institute of Transition Planning, Inc., will discuss the various types of testamentary trusts (trusts for minors, trusts for spouses, and even trusts for parents), and how to choose a Trustee to administer these trusts.