Bridgewater Financial Advisors, the private wealth management group for Bridgewater Savings Bank, will host local guest speaker, Attorney Eric R. Oalican, on Wednesday, June 17 th at 6:00 p.m. at 756 Orchard Street, Raynham.
Mr. Oalican is a local attorney specializing in asset protection planning. He is a frequent lecturer and published author in his field and a member of the National Academy of Elder Law Attorneys and the Massachusetts and Rhode Island Bar Associations.
This seminar provides an overview of the advantages trusts provide in areas such as probate avoidance, asset protection, business planning and estate tax minimization.
During this presentation, you will learn:
- The basics of how a trust works, including the difference between a revocable and irrevocable trust.
- How trusts avoid probate upon your death.
- How to protect your home from a Medicaid lien.
- Strategies to eliminate or minimize federal and Massachusetts estate taxes.
- When a trust is an appropriate business planning tool.
Seating is limited. Please RSVP by June 12th to Ehab at 508.884.5776. Refreshments will be served.