While estate planning is essential for everyone, it is even more critical for families with children who have a disability.
Gawthrop Presents: Stephen J. Olsen on Why Trusts Are More Relevant Than Ever
How can a trust assist in asset protection? How can a trust help with succession planning? How can these types of planning strategies also provide tax benefits?
Gawthrop Greenwood partner Stephen J. Olsen answered these and many more questions on why business owners should consider trust planning at a presentation at West Chester Golf and Country Club in West Chester, PA on September 25, 2019. He joined industry leaders at the presentation sponsored by DNB First Wealth Management. Topics included:
- How business owners use trusts and tax strategies to protect assets and plan for business succession
- Family challenges including privacy concerns, blended family issues, special needs trusts and supplemental needs trusts
- Trusts investing
Olsen is head of the Trusts and Estates Department at Gawthrop Greenwood, where he practices in estate and trust administration, estate planning taxation and business transactions.
Contact Stephen J. Olsen at solsen@gawthrop.com or 610-696-8225.
Related Posts
