The rules on Transfer on Death, Payable on Death, Survivorship Designations, and Beneficiary Designations are complicated and widely misunderstood.
Attend this seminar where you will learn how to best utilize them in your estate plan and how to avoid common costly mistakes!
Seminar Topics Will Include:
- The pros and cons of beneficiary designations
- The pros and cons of Trusts
- The costly mistakes people make when trying to avoid probate
Free Estate Planning Seminar with
Cooper, Adel, Vu
Join us to learn about these topics and more at our live seminar held in Heath, Ohio.
Those attending will receive a complimentary copy of "Attorneys Answer 101 Questions About Estate Planning & Trusts”.
Register now! Seating is limited by room size and the seating policy of the venue.
Transfer on Death Vs. Trusts
An Educational Estate Planning Seminar
Attend this FREE seminar in Heath, OH
on Tuesday, September 15th at 1:00 PM
Heath Church of Christ
1331 Chapel Way, Heath, OH 43056
YOUR HOST
Ted Brown
Partner
Attorney At Law
THREE CERTIFIED
ELDER LAW ATTORNEYS*
One of only a handful of Ohio law firms with:
- Common planning mistakes that cause unnecessary taxes for you and your heirs
- The essential legal documents everyone should have and why
- And much more...
What Past Attendees Have Said About Our Seminars...
"We attended several "Trust and Wills" seminars ... The sessions are OUTSTANDING!!!"
— Barbara C.
Source: Google Review
"I went into their seminar with moderate expectations. What I found was ... some of the best information I've heard recently."
— Jeff T.
Source: Google Review
"We were so thankful that we decided to go to that first seminar. We really didn’t realize how much we did not know about planning our estate."
— Robbie
Source: Birdeye Review
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with Attorney at Law Ted Brown
Cooper, Adel, Vu & Associates LPA is now also serving the state of West Virginia with services provided by Partner Ted Brown, Esq.
About Your Host
Partner
Attorney at Law
Ted Brown
Edward A. Brown, “Ted”, is a Partner with Cooper, Adel, Vu & Associates. He became interested in elder law as a result of his personal experience acting as the executor for his grandfather’s estate. Ted joined the firm to translate the lessons he learned from this difficult experience into action by assisting his clients through the trust and estate planning process. Attorney Brown works closely with the firm’s senior team to develop estate planning strategies designed to protect and preserve the assets of Ohio families. Having previously led the firm’s estate and probate administration team, Ted is now a partner focusing on the firm's healthcare and tax planning team.
He regularly works with clients who have family farms or businesses to develop a comprehensive strategy to incorporate those entities into their estate and asset protection plan.
*We are one of only a handful of law firms in Ohio with three attorneys—Attorney Thom Cooper, Attorney Mitch Adel, and Attorney Dan Vu—who are dually certified by the National Elder Law Foundation as Certified Elder Law Attorneys (CELAs) and by the Ohio State Bar Association as Specialists in the Area of Elder Law.