Let’s talk about older adulthood.
Oct. 9, 2024

Ep. 46 The Evolution of Trusts: Insights from Leading Experts in Estate Law

Ep. 46 The Evolution of Trusts: Insights from Leading Experts in Estate Law

Discover the fascinating history and evolution of trusts with insights from two of the most respected voices in estate law. Join retired Judge David Belz, a distinguished mediator with Judicate West, and Matthew Owens, a top estate and trust litigator with Sheppard Mullin, as they unravel why trusts were created, how they’ve grown in importance, and why families today need them more than ever.

Learn how the right planning can prevent devastating family disputes—even over something as simple as a cherished “teddy bear.” With real-world stories and practical tips, this episode goes beyond legal jargon, providing actionable advice on types of trusts and how to integrate them seamlessly into your life planning. Don’t miss this opportunity to gain invaluable knowledge that can safeguard your legacy and protect what truly matters—your family harmony. Together, let’s turn legal complexity into clarity!


Let’s Get Social!

Facebook | Instagram | Youtube | Linkedin | Website

Sage Legacy Properties | Greenwald Realty Team
Seniors Real Estate Specialists
(844) 782-9674
DRE 01264025

 


Produced by 2POINT | 2POINTAGENCY.com