The purpose of this webinar is to educate older adults, caregivers and service providers on the benefits of Irrevocable Trusts and utilizing a Pooled Trust to help individuals remain in the community. Participants will learn how seniors can benefit from using both kinds of trusts, depending on their individual financial situation. The goal is for participants to come away with an understanding of Irrevocable and Pooled Trusts in order to be able to better serve clients, family members and themselves.
Guest Speaker: Jamie M. Smith, Esq. - Smith Vavonese, LLP
