Symposium 2 Classes – April 26, 2025

• 8:15 a.m. – 9:00 a.m. : Current Events in Estate Planning
• 9:15 a.m. – 10:00 a.m. : Income Tax for Trusts
• 10:15 a.m. – 11:00 a.m. : Planning Under Medicare After Age 65
• 11:15 a.m. – 12:00 p.m. : Scams & Protecting Your Identity

Seminar Summaries

Current Events in Estate Planning

As we all know, estate planning is essential to making sure your assets and values pass on to future generations in the way that you want. This program is designed to keep you up to date with how changing laws and court decisions can   impact your existing planning. We will discuss the most   important changes that can have an impact in your plan.

Income Tax for Trusts

Income taxes are often a secondary discussion topic during the course of planning an estate.  However, basic knowledge of trust and estate income tax rules is essential to avoiding common mistakes that can cost thousands of dollars. This workshop will provide a practical overview of the issues that arise in connection with the income taxation of
trusts and estates.

Planning Under Medicare After Age 65

Reaching eligibility for Medicare is a milestone in our lives. You may have questions about benefits, supplemental insurance, prescription drug plans, and more. Enrollment growth, budget pressures, new political directions, and rapid technological change will continue to shape the program’s future. An industry expert will discuss the importance of when to apply, benefits covered, why supplemental plans are a strong consideration, and how to maximize your Medicare benefits.

Scams & Protecting Your Identity

There are many new scams out there today that draw in individuals, and you might end up losing money because you fall into their trap. In this workshop you will learn about different scams, so you don’t succumb to them in the future. This workshop will also review methods to help you safeguard your information against identity theft, as well as help you defend yourself in the event that your information is ever compromised.