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Event Information
Date: September 28, 2023
Time: 2:00 pm to 3:30 pm
Location: Pinnacle Bank
1412 W. Baddour Parkway
Lebanon, TN 37087
Seminar Information
We would like to formally invite you to attend an informative seminar for seniors presented by J. Barry. This seminar will help provide information to assist seniors with making some of those key decisions in regards to their Estate Planning.
Topics of Discussion:
- Documents needed while living or after death.
- Trusts: Revocable & Irrevocable, What are the differences?
- Property Distribution after death: (1) Joint Owner (2) Beneficiaries (3) To the Person’s
- Estate for Distribution by Probate with Last Will & Testament (LWT) or without LWT.
- VA Pension Eligibility
- Medicaid Asset Protection Trusts
- TennCare Eligibility; Lookback and Penalties
This event is for individuals 65 years or older. If you are interested in attending, or have questions, contact us by calling (615) 444-3568 or emailing l.parker@elmtn.com.