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Estate Planning @ Chop House

Estate Planning @ Chop House

Thursday, August 15, 2019

11:45a - 1:00p EST

Event Location

2011 Gunbarrel Road
Chattanooga, TN 37421
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Maureen Lindner


Joe Franklin

Topics covered include:
Avoiding probate without the use of expensive trusts
Eliminating conflicts of interest with attorneys, corporate trusts, and investment advisors
How holding assets in Joint Tenancy can ruin a good Estate Plan
Keep the IRS from taking over 72% of your Retirement Distribution
Strategies for creating and utilizing Special Needs Trusts
Benefits and strategies to utilize TN Asset Protection Trusts
How to best adapt to the new tax laws

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