TODs vs. Trusts, Legal Strategies to Avoid Taxes on IRAs, and More...

Protect Your Hard Earned Money For You and Your Family

Have you ever considered a Trust, but aren't sure if you need one? Maybe you are not sure what kind of Trust will make sense for you. Maybe you already have a Trust, but you are worried that you are making a mistake. 

​​​​​​​Attend this educational, online webinar that will cover everything you need to know about revocable and irrevocable trusts. 

​​​​​​​Topics will include:

  • Trusts to Protect the Inheritance You Leave Your Children

  • Trusts to Keep Your Assets Private and Out of Probate

  • Trusts to Protect Your Home or Farm from a Nursing Home Spend Down or Loss

  • Trusts that Save You Taxes

  • Strategies to Save Taxes on Your IRAs

  • Common mistakes when using Trusts.

  • How every person, single, married, widowed, divorced, with kids or no kids can utilize a Trust in their estate plan.

  • And much more...

  • In addition to serving the State of Ohio, Cooper, Adel, Vu & Associates is now serving the State of Kentucky.

  • 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.

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