To Trust or Not to Trust

March 18, 2021


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Frost Law Partner Gary Altman J.D., L.L.M. (Tax), CFP will discuss trusts as a guest speaker for Bestgate Wealth Advisors on March 18th, 2021 at 5:30pm EST.

Date: Thu, March 18, 2021
Time: 5:30 PM – 6:30 PM EST


Types of questions addressed:

  • What is a trust?
  • What are the different types of trusts?
  • How do I know if a trust is right for me?
  • What are the pros & cons of different trust arrangements?

Types of trusts discussed:

  • Revocable Trusts
  • Special Needs Trusts
  • Spendthrift Trusts
  • Protective Trusts